Deep Dive

GBank - Unique Bank with 5-10x Upside Potential

More than 30% of the total loan portfolio is government-guaranteed

Dec 17, 2024 •

Garrett Motion - Cash Flow Machine with 100% Upside Potential

Low risk, high profitability, 20% FCF yield and tremendous buybacks

Nov 4, 2024 •

Flow Traders - antifragile company with potential 50% earnings yield

High ROC, no debt, priced as if there will never be any market turmoil

Oct 11, 2024 •

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