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 sells, distributes, and install paint protection films. Shares have been hammered over threats to their competitive advantage. Buying opportunity? Or red flag?
A North American leader in the dying envelope industry. Extreme value opportunity or waiting death trap?
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 – a consolidator of engineering, environment, & consulting firms with a global presence, an eye on future growth, and a vision of a climate-resilient future.
Diving into a company that’s revolutionizing drug and materials
discovery with machine learning & computational physics