Update

ISSC Surges 30% After a Strong Quarter — Is It Time to Exit?

50% up since the initial analysis

May 15 •

Quarterly Update on GTX, GBFH, FLOW

All are up 20%-50% - here’s why I’m still holding (and maybe buying more)

May 6 •

Strong Margins and Capital Returns Despite Lower Sales: Q4 Update on GTX

The company reported another quarter of lower net sales, down 11% year over year for both Q4 and the full year—consistent with previous quarters.

Feb 20 •

Still My Highest-Conviction Investment: Q4 Update on Flow Traders

Great results, growth plans working, crypto and passive investing tailwinds. I have added to my position.

Feb 13 •

Update on GBank (GBFH)

Explosive credit cards growth, Still 5-10x Upside Potential

Jan 30 •

Short Update on Flow Traders (FLOW)

Thesis is working out as expected

Nov 9, 2024 •

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