Explosive growth, emerging dominance, inflecting free cash flow, buybacks, and a likely take-private at a >40% premium| ragingbullinvestments.substack.com
A liquidity crunch forcing the monetization of Class A real estate to deleverage, coupled with an incoming inflection at the operating business, provides fuel for a potential multibagger| ragingbullinvestments.substack.com
CPH.TO, CRON, ENZ, JBGS, MREO: Thoughts on Q3 Earnings and Other Developments| ragingbullinvestments.substack.com
A high torque offshore play and some broader thoughts on my current favorite sector| ragingbullinvestments.substack.com
TIL, FTCI, CPH.TO, MOB.ST| ragingbullinvestments.substack.com
And some brief thoughts on Organigram, the broader industry, and capital cycles| ragingbullinvestments.substack.com
Two de-risked late-stage assets; an unfolding special situation w/ an imminent catalyst; an activist board; and a discount to a recent barrage of institutional buying| ragingbullinvestments.substack.com
A local monopoly exposed to strong growth tailwinds and helmed by prudent capital allocators...available at a 40% discount to NAV.| ragingbullinvestments.substack.com
Today's frustrations are tomorrow's opportunity: some thoughts on small caps, biotech, coal, and an extended word on real estate| ragingbullinvestments.substack.com
Some sleuthing on the "Company-Maker Projects" and the road ahead| 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
A catalyst-rich net-net with a path to becoming a dominant player in an emerging industry| ragingbullinvestments.substack.com
A quality, asset-light, cash flow generative core business at a 25% fcf yield w/a near-term catalyst that could multiply earnings| ragingbullinvestments.substack.com
Thoughts on BQE's Q1 earnings, and a quick note on ENZ| ragingbullinvestments.substack.com