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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

What Is Sitestar Worth? Part 1

I’m betting Sitestar (SYTE, $0.0465) is a familiar name to those of you who follow the microcap space. For those who don’t recognize it, I’ll do a quick catch-up. 1,323 more words

Investment Thesis

Virtual and Augmented Reality

Virtual Reality and its cousin Augmented Reality are the next platforms after the Mobile phone in the hierarchy of device platforms. Virtual Reality has always been fascinating but I think in the last couple of years it has come of age. 722 more words

Investment Thesis