Geoff Gannon

This is one of my “initial interest posts”. But, in this case it’s going to be more of an initial-initial interest post. I am in the early stages of learning about this company. And it’s likely to take me some ti […]

WRITE-UP BY THOMAS NIEL
(Image Created by the Author; Data via Parkit Investor Relations Page and Author’s Calculations)

Parkit Enterprise is a Canadian-domiciled owner of parking lots in the United St […]

Write-up by Carleton Hanson

Investment Thesis Summary
Nuvera Communications (NUVR) is a micro-cap regional telecommunications company that operates primarily in south-central Minnesota. The company has a long […]

Write-up by Warwick Bagnall

DPI is a Malaysian manufacturer/distributor of aerosol paint and paint solvents.  It’s listed on the ACE market, a secondary board of Bursa Malaysia.  It listed in early 201 […]

Write-Up by Jonathan Danielson
Gap Inc. (GPS) is a company everyone should be familiar with: they’re an apparel retailer that specializes in ‘casual classics’. Meaning, jeans, khakis, polos, button downs, etc. […]

Write-up by REID HUDSON

(Geoff’s note: VieMed trades under the symbol “VMD” in Canada and over-the-counter in the U.S. under the symbol “VIEMF”. The stock is a lot more liquid in Canada than in the U.S. H […]

Write-up by JONATHAN DANIELSON
Sandridge Energy (SD) is an upstream oil and nat gas exploration and production company with operations primarily in the Mid-Continent and North Park Basin in Colorado. The Company […]

WRITE-UP BY JONATHAN DANIELSON
Overview – Recent Events and Thesis

Garrett Motion (GTX) was spun off of Honeywell in September of last year as part of Honeywell’s ongoing series of divestitures (REZI, GTX, & A […]

Bonal isn’t worth my time. It might be worth your time. It depends on the size of your brokerage account and the extent of your patience.

So, why isn’t Bonal worth my time?

I manage accounts that invest in […]

Accounts I manage hold shares of Keweenaw Land Association (KEWL). I’ve written about it twice before:

Keweenaw Land Association: Buy Timberland at Appraisal Value – Get a Proxy Battle for Fre […]

Write-up by Mister Compounder

The 3 most important variables to the Ball (BLL) investment thesis are:

The industry structure and the symbiotic relationship with beverage companies, that naturally […]

As this is an initial interest post, it’ll follow my usual approach of talking you through what I saw in this stock that caught my eye and earned it a spot near the top of my research watch list – and then wha […]

This article originally appeared on Kenkyo Investing, a value-driven service specializing in Japanese small and microcap stocks. Each month, Geoff will pick his favorite article from Kenkyo Investing and share it […]

Write-up by Jayden Preston
 

Overview

Founded by John Gokongwei Jr., Universal Robina Corp. (URC) has come a long way since its humble inception as a corn starch manufacturer in 1954. Through decades of […]

BWX Technologies (BWXT) has been at the top of my research pipeline for a while now. I wrote about the company – when it was the combined company that is now split into BWXT and Babcock & Wilcox Enterprises (BW) – […]

This is a revisit of Resideo Technologies (REZI). My initial write-up of Resideo was done before the stock was spun off from Honeywell. Three things have changed since that initial interest post.

One: Honeywell […]

Vertu Motors owns more than a hundred car dealerships in the United Kingdom. About half of the time – so, at 50+ locations – Vertu Motors also owns the land on which the dealership is built. They lease the oth […]

I chose to write-up Green Brick Partners (GRBK) this week for a couple reasons. The first is the company’s headquarters: Plano, Texas. I live in Plano. And the company gets about half of its value from its D […]