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.
A First Look at Jamieson Wellness – a small-cap Canadian company with significant industry tailwinds and a potentially massive growth opportunity ahead. With an international footprint that includes two of the largest markets for its signature vitamin and supplement products, Jamieson could be poised for extended growth runway.
From a small cap investor’s wildest fantasy to a 30% plunge, XPEL shares have been getting hammered recently. I dove into the company to see if the recent price action represented an investment opportunity – the verdict? I passed on the stock.
An audio dive into, and a first look at, InMode – $INMD
An Audio Dive into SupremeX.
An Audio Dive into Schrödinger – a software platform adding value to big pharma companies.
An Audio Dive into the Cybersecurity Industry.
One investment strategy against another – who will win?
An Audio Dive into Unity, the Business Model, and Inept Management
Duolingo is a language-learning powerhouse on the path to transforming itself into a full education platform. Today’s episode dives into their products, balance sheet, and the potential investment opportunity behind Duolingo.