Tags » Investment Thesis

KeyWe - Startup Profile

I want to unpack how we learn. We are all learning new things everyday and seldom stop to think about how our brain processes new information and how we retain information and convert it to knowledge. 997 more words

Investment Thesis

Fogo de Chao Is Looking Tasty

A quick housekeeping note first. I recently moved from Cincinnati to Austin, TX which explains my blackout period of blogging. I was busy moving and getting settled in, but I’m finally back to a normal life. 2,672 more words

Investment Thesis

Foot Locker Investment Thesis

Click here for my Foot Locker Investment Thesis

Summary

Although the industry Foot Locker operates in is incredibly competitive, I believe the company is positioned strongly in a niche part of the industry that will continue to grow down the line. 118 more words

FL

Armanino Foods (AMNF)

Armanino Foods (AMNF, $2.17) sells frozen pestos, sauces, stuffed pasta and cooked meat products. The current CEO, Edmond Pera, took over in February 2009. Since then, revenue has nearly doubled, share count has decreased 8%, and gross margins, operating margins and returns on capital have all expanded. 1,308 more words

Investment Thesis

Noble Roman's Short-Term Play

This is going to be a quick post on a short-term investment I made. It’s already partially played out (quicker than I expected), but I think there’s more to go. 249 more words

Investment Thesis

Xpel Technologies Part 1: Company Overview

Xpel Technologies (DAP.U, $1.05) sells paint protection film that goes on the front of cars to protect them mainly from rock chips. Paint protection film is a clear and very thin polyurethane-based material that is virtually invisible once installed. 2,356 more words

Investment Thesis

Zoom Is Zooming Into Massive Growth

Zoom Telephonics (ZMTP, $1.73) is a microcap that is about to experience explosive growth. In 2015 they did $10.8 million in revenue and their 2016 goal is to do between $50 and $100 million. 1,764 more words

Investment Thesis