Tags » Investment Thesis

Franklin Covey Nearing An Inflection Point

I published my first write-up on Seeking Alpha today. The summary of my thesis is:

  • Franklin Covey (FC) is going through a SaaS transition that is temporarily harming its financials.
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Investment Thesis

Calloway's Nursery: Undervalued with Aligned Ownership

Calloway’s Nursery is undervalued on an earnings basis, owns valuable property in addition to that, and is run by a very successful investor. Calloway’s runs 19 nurseries and garden centers mostly in the Dallas-Ft. 1,789 more words

Investment Thesis

Brad Burnham - Speaker Profile #SI2017

Brad Burnham is coming back to Iceland for Startup Iceland 2017. Brad was the keynote speaker in Startup Iceland 2012 and 2013. Brad is a managing partner at… 227 more words

Investment Thesis

Startup Iceland 2017

Image: Harpa Concert Hall and Conference Centre – the venue of Startup Iceland

It is that time of the year again, we are starting the preparation for… 713 more words

Investment Thesis

Pro-Dex Should Have Another Good Year

Pro-Dex (PDEX) appreciated 93% in 2016 and I think they’ll have another good year in 2017 (though not as good as 2016). In February 2016, Nate Tobik published a PDEX write-up of mine in his… 3,030 more words

Investment Thesis

Its the Data

Featured Image: source wethedata.org Time Magazine Cover

So why is every service on the internet more or less offering you free access to their service, post your photos, share your memories, videos and pretty much everything in-between? 1,148 more words

Philosophy

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