Tags » 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

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