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 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.
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.