I want to thank Edwin Dorsey, founder of the Idea Brunch Substack, for inviting me to be a guest interviewee. In the “Idea Brunch” interview, I had a chance to unpack my own investing journey—how...

This week’s wrap-up is packed with inflection points that are flying under the radar. We continue to dissect the clues that indicate a certain company’s five data center contract bids could...

During the June 2025 Open Forum, we rolled out a double feature: a new data center stock screen (launched May 20, tracking seven names) and something far more tangible—a boots-on-the-ground...

I’ve wanted to sit down with Mike for a while, and the conversation didn’t disappoint. For anyone who’s ever tried to make a career out of tracking down value where no one’s looking and managing the...

Last weekend, I had the pleasure of sitting down with Mike, the author of the Multibagger Monitor Substack. He can also be found on X under the handle @Mike10947310. I wanted to take the time to share...

Once again, the data center theme is taking center stage with this Weekly Wrap-Up, this time featuring power solutions company, $TGENand why not? You always go with the person rolling the hot dice at...

I was able to sneak away from a Mother’s Day Smorgasbord to put the finishing touches on this weekly wrap-up after chowing down on food from some of the finest chefs in town...

I guarantee you that Warren Buffett would be buying this stock if he found it in the beginning of his career, starting from a small capital base. Key reasons why I like this stock: it’s a...

Despite a market backdrop still marked by caution, we continue to perform research, hoping to find some nice underappreciated gems during a time where there is less competition from investors who...

April’s Open Forum laid the groundwork for new biotech research, quant integration, and sentiment tools like the Zombie Index. This past week we also covered four - companies (Firan Technology Group...

We kicked off the week with some M&A action. Agent Information Software, Inc (OOTC:AIFS), which we’ve followed for over a decade, is finally off the board—acquired by Soutron Global in a deal that...