HOURGLASS INVESTING

For the self-directed investor.

Hourglass Investing Research

The Hourglass research series is the core pillar of Hourglass – company-specific deep dives that cover a company’s history, balance sheet, business model, and management team & the stock’s valuation and investment potential.

Hourglass Investing Podcast

The Hourglass Investing Podcast releases episodes every Wednesday morning, with alternating episodes on investing topics and company analysis. 

What's New

A peep into my portfolio. Operating as the leader in a critical industry with huge tailwinds and an estimated $2.4 trillion TAM by 2031, and further propelled by a consolidation flywheel and strong organic growth figures, WSP is poised to deliver huge returns.

Dentalcorp

Dentalcorp is the leading serial acquirer in a fragmented and resilient healthcare industry. With revenues of $1bn and a $20bn TAM, dentalcorp has lots of investment and growth potential in a boring market.

Research Portfolio

Dentalcorp

Dentalcorp is the leading serial acquirer in a fragmented and resilient healthcare industry. With revenues of $1bn and a $20bn TAM, dentalcorp has lots of investment and growth potential in a boring market.

XPEL

XPEL sells, distributes, and install paint protection films. Shares have been hammered over threats to their competitive advantage. Buying opportunity? Or red flag?

SupremeX

A North American leader in the dying envelope industry. Extreme value opportunity or waiting death trap?

Aritzia

Aritzia - A vertically-integrated fashion design & retail brand going through tough times. Does it spell opportunity or indicate a longer-term concern for investors?

Topics

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