Trades and Ideas
An inflecting micro-cap
A look at one of our largest holdings
A very interesting spin, an update on some LEAPS and a new position
Habemus Papam
Trades and ideas
Everybody knows the name, but no one knows the company
Our largest LEAPS position
A very high quality secular compounder at a neat discount
A managed wind-down
A ToffCap spin-off!
Our Event-Driven Monitor
Growing up
Unifiedpost
Butler National
IZEA Worldwide
A few micro-caps I'm looking at
