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CareCloud ($CCLD)
From manual services to automated services all for a cheaper price!
Mar 25
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Stock Forester
4
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Sylogist Ltd.; Canadian ERP and CRM Software provider
Three vertical SaaS platforms all positioned for 15%+ CAGR
Mar 10
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Stock Forester
3
1
The saviour of Xponential fitness
Voss Capital their letter to management (Possible 3x?)
Mar 4
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Stock Forester
2
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Crocs (CROX): the durable cash machine
The crux of the matter is future cashflow! Compounding at a 25%+ ROIC!
Feb 5
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2
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Logic Instrument SA
A logic investment, with a large profitable run way!
Jan 19
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4
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Looking back at Viemed
How a sleepy DME became a quiet cash machine...
Dec 6, 2025
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1
Calumet, SAF First Cash Next
The MaxSAF derisking thesis
Oct 26, 2025
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4
A High-ROIC French distributor hiding in plain sight
"Oui" are going to make some money...
Sep 10, 2025
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3
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Beautiful NewPrinces
A new pretty stock has entered the castle
Aug 4, 2025
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2
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Mmm Burger
Filthy cheap burger company
Sep 17, 2024
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2
Calumet: Refining Risk or Striking Oil
A write-up on $CLMT
Sep 1, 2024
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Stock Forester
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Alphamine, but can it generate Alpha?
Investment Thesis: Analyzing AFM on the Canadian Stock Exchange
Jan 31, 2024
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Stock Forester
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