WSP Global ($WSP.TO) – The Quiet Consolidator
A peep into my portfolio. Operating as the leader in a critical industry with huge tailwinds and an estimated $2.4 trillion TAM by 2031, and further propelled by a consolidation flywheel and strong organic growth figures, WSP is poised to deliver huge returns.
Jamieson Wellness ($JWEL.TO) – Balancing Health & Wealth?
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.
XPEL ($XPEL) – A Small Cap Love Story Turned Sour
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.
InMode – A First Look
An audio dive into, and a first look at, InMode – $INMD
SupremeX – A Peep into My Portfolio
An Audio Dive into SupremeX.
Schrödinger – Big Pharma’s Little Buddy
An Audio Dive into Schrödinger – a software platform adding value to big pharma companies.
Cybersecurity – A Growth Investor’s Dream Industry
An Audio Dive into the Cybersecurity Industry.
Dividends vs. Growth – Pitting Investment Strategies Against Each Other
One investment strategy against another – who will win?
Unity Software – Brilliant Business, Mediocre Management?
An Audio Dive into Unity, the Business Model, and Inept Management
Episode VII-Duolingo
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.