We are long shares of a company that caters to the needs of enterprises who build modern data centers and mission critical facilities. The company helps its customers design optimal building layouts. It also supplies them with equipment and recurring […]
We are long shares of a 40-year-old building supply company who is a leading distributor of building products in North America. This company’s revenues are dependent on housing starts and to a lesser extent the home remodeling market. This is a […]
We’ve come across a potentially hot information arbitrage (InfoArb) play that has the makings of a multi-bagger if the company lives up to its implied valuation conveyed to premium members yesterday morning. InfoArb is a term we like to use […]
It’s baseball season. Grand slams don’t come that often, and neither do investments that we think have the potential to return to us 4x our investment… But they do come around from time to time. Every team has hope, except […]
We discovered what we fancy one of our best speculative plays in a long time. We see the potential for a ten-bagger in the cards over the next year. We are banking on being able to cash in on early […]