This write up covers a unique company in an overlooked industry. Investors that I come across that know of, appreciate, or hold shares in this company are among the sharpest investors in any shareholder base. I hope that this write-up can provide you some insights into this high quality company, Copart (Ticker: $CPRT), and provide …
Copart: The Hidden Utility with Physical Network Effects Read More »
Hi Subscribers! This newsletter, I will be revisiting one of my favorite names, Digital Turbine. I hope that this writeup will demystify the company and provide better insight into the business, the financials, and why this company has large potential in the future. Hope you enjoy!
Here’s a business & investment analysis over Roku’s underappreciated flywheel!
Enjoy!
Here’s an article over a unique hyper growth company with massive tailwinds at a reasonable valuation!
It’s been a long time subscribers! I apologize for the wait. It takes a long time to find companies that have the high likelihood of being multi-baggers, while also remaining criminally undervalued. For your consideration, Rimini Street (RMNI), a micro-cap that is taking on Oracle and winning!
Here is another Dividend Master, similar to BIP/BIPC, if you remember that article. It currently sports a 4% yield. Is valued at 46% of the S&P 500’s price and has grown it’s yield 10% annually for the last 10 years. Read on to find out more about this Canadian Utility stock!
A stock pick for the massively uncertain times we live in. Here’s a teaser: 5.7% secure dividend yield, growing 6-9% annually Almost doubled S&P 500 appreciation over 10 years, with a higher yield the entire time Utility style security with growth attributes Trading at a discount to the market
This “pick” is more of a company to keep your eye on in the coming year. Watch it every now and then, see how things develop. But keep the camera at home for goodness sake! What is it? Tech companies are an interesting beast to look at. They’re in a complicated and ever-changing environment. You …
Arista Networks (ANET) Stock’s Falling Hard, Thoughts? Read More »
**Forward: We promise we aren’t exclusively a Cannabis REIT advertising platform. But, akin to when you start pulling on a piece of yard or fabric in your jeans, sometimes more material can come out than you expect. I Have a Rhetorical Question for You What happens when a super small real estate company, (that only …
One Small Stock for Fundasy, One Big A## Opportunity for You: Power REIT (PW) Read More »
