TIL, FTCI, CPH.TO, MOB.ST| ragingbullinvestments.substack.com
And some brief thoughts on Organigram, the broader industry, and capital cycles| ragingbullinvestments.substack.com
A high-quality, rapidly growing recurring revenue services business, with an unnoticed growth catalyst and a clear path to becoming the go-to player for an unmet need| ragingbullinvestments.substack.com