Contents
Welcome all, here you’ll find links to my substack write-ups split up in the following topics:
General investing topics
Year Reviews
Individual stock picks
General investing topics
Year Reviews
Individual stock picks
Alphamin Resources (Van: AFM)
Jan 2024 — Alphamine, but can it generate Alpha?
America’s CAR-MART (NasdaqGS: CRMT)
Nov 2025 — Running on its last fumes or shifting gears
Calumet (NasdaqGS: CLMT)
Sep 2024 — Calumet: Refining Risk or Striking Oil
Oct - 2025 - Calumet, SAF First Cash Next
Crexendo
Mar 2023 — Crexendo
Crocs
Feb 2026 — Crocs (CROX): the durable cash machine
Feb 2026 — Crocs (CROX) - FY2025 Results
GoodTimes burger (NasdaqCM: GTIM)
Sep 2024 — Mmm Burger
Logic Instrument S.A.
Jan 2026 — Logic Instrument SA
MediaValet
Jul 2023 — MediaValet
Newlat SpA / NewPrinces (BIT: NWL)
Mar 2023 — Newlat SpA
Aug 2025 — Beautiful NewPrinces
Viemed (NasdaqCM: VMD)
Feb 2023 —The leader of the NIV
Dec 2025 — Looking back at Viemed