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CareCloud v2

A very important update

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Beautiful NewPrinces

Aug 4, 2025 • Stock Forester

Running on its last fumes or shifting gears

Nov 10, 2025 • Stock Forester

Calumet, SAF First Cash Next

Oct 26, 2025 • Stock Forester

Calumet: Refining Risk or Striking Oil

Sep 1, 2024 • Stock Forester

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Recent posts

Valuing Vistry; A cheap builder, a cleaner balance sheet, and more upside than the market seems willing to price

May 3 • Stock Forester

CareCloud ($CCLD)

From manual services to automated services all for a cheaper price!

Mar 25 • Stock Forester

Sylogist Ltd.; Canadian ERP and CRM Software provider

Three vertical SaaS platforms all positioned for 15%+ CAGR

Mar 10 • Stock Forester

The saviour of Xponential fitness

Voss Capital their letter to management (Possible 3x?)

Mar 4 • Stock Forester

Calumet: De-risked and Waiting to SHOOT higher!

Balance sheet fixed. Specialties exceptional. Renewables waiting for the mandate.

Mar 1 • Stock Forester

Individual stock research

CareCloud ($CCLD)

From manual services to automated services all for a cheaper price!

Mar 25 • Stock Forester

Sylogist Ltd.; Canadian ERP and CRM Software provider

Three vertical SaaS platforms all positioned for 15%+ CAGR

Mar 10 • Stock Forester

The saviour of Xponential fitness

Voss Capital their letter to management (Possible 3x?)

Mar 4 • Stock Forester

Crocs (CROX): the durable cash machine

The crux of the matter is future cashflow! Compounding at a 25%+ ROIC!

Feb 5 • Stock Forester

Logic Instrument SA

A logic investment, with a large profitable run way!

Jan 19 • Stock Forester

Follow-up post

A very important update

May 3 • Stock Forester

Calumet: De-risked and Waiting to SHOOT higher!

Balance sheet fixed. Specialties exceptional. Renewables waiting for the mandate.

Mar 1 • Stock Forester

Crocs ($CROX) - FY 2025 Results

Looking back and to the future (short)

Feb 14 • Stock Forester

Looking back at Viemed

How a sleepy DME became a quiet cash machine...

Dec 6, 2025 • Stock Forester

Calumet, SAF First Cash Next

The MaxSAF derisking thesis

Oct 26, 2025 • Stock Forester

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Top posts

Beautiful NewPrinces

Aug 4, 2025 • Stock Forester

Running on its last fumes or shifting gears

Nov 10, 2025 • Stock Forester

Calumet, SAF First Cash Next

Oct 26, 2025 • Stock Forester

Calumet: Refining Risk or Striking Oil

Sep 1, 2024 • Stock Forester

Logic Instrument SA

Jan 19 • Stock Forester

General Investment Topics

Investing in Software; AI

My thoughts on software and AI summarised

Feb 24 • Stock Forester

Return of the Equity

My thought on how to use ROE

Oct 16, 2025 • Stock Forester

Demystifying EBITDA: What It Is, When to Use It, and When to Be Wary

My view on EBITDA

Apr 8, 2025 • Stock Forester

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Stock Forester Capital

My personal investment journey documented and published publicly.

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Stock Forester Capital

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