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?
WSP Global
WSP Global – a consolidator of engineering, environment, & consulting firms with a global presence, an eye on future growth, and a vision of a climate-resilient future.
Schrödinger
Diving into a company that’s revolutionizing drug and materials
discovery with machine learning & computational physics
Unity Software
Unity provides an end-to-end platform for digital creators, from film to games to industry. They are a leading provider of some of the world’s most advanced creative technologies, helping to enable the creator economy in some of the fastest-growing and exciting markets.
Duolingo
Through gamification and savvy marketing, Duolingo has succeeded where other education platforms have fallen short – making learning fun. Learn about the language learning powerhouse and its visionary leader.
Planet Labs
Planet Labs is changing the satellite business model – one picture at a time. With the largest commercial constellation of Earth Observation satellites in orbit, Planet helps to monitor changes to Earth’s surface through daily imagery.
Arista Networks
Arista is working to provide the backbone to the next generation of computing technology, creating innovative cloud infrastructure while dethroning incumbent networking titans. They offer a picks & shovels approach to investing in AI, but their path to future growth isn’t without risk.