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investment thesis for Sunright ltd

Company introduction

Sunright does burn in and testing of semi conductor chips for the largest semiconductor chip manufacturers in the world. It is the largest chip testing company in the world. 419 more words

Investment Thesis

Why I Like Where Food Comes From (Forbes.com Interview)

“What about Where Food Comes From initially caught your attention as a value investor?

Where Food Comes From checks several of my favorite investment boxes: small, founder-led, high insider ownership, zero debt, profitable, and growing. 166 more words

Investment Thesis

Why Trupanion Could Be A Long-Term Compounder

I published a write-up on Seeking Alpha yesterday about Trupanion (TRUP). The summary is:

  • Trupanion is building a durable competitive advantage in an industry that is set to grow 10x+ over the coming decades.
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Investment Thesis

LT Foods

The investment Idea in this report is a Basmati rice company named LT foods. Its relative cheapness to its closest peer (~74% in terms of P/E, ~101% in EV/EBITDA), good financial performance over the years and a business model which is relatively safe and still has a decent potential for growth is what got us excited about the company. 3,979 more words

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