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Education
High Expectations
High multiples + high bullish chatter in microcaps is where future returns go to die.
3 min
Business Breakdowns
Update with Paragon Advanced Labs (PALS.V): High-Speed Mineral Testing Toll Booth
You can listen/watch this business breakdowns on Spotify, Apple Podcast, and YouTube
1 min
Business Breakdowns
Playboy (PLBY): Cultural Icon, Back to Its Licensing Roots
You can listen/watch this business breakdowns on Spotify, Apple Podcast, and YouTube
2 min
Education
Same Process. Different Outcomes.
Every stock enters the portfolio with similar expectations and exits with dissimilar outcomes.
4 min
Business Breakdowns
Renoworks Software (RW.V / ROWKF): The Visualization Layer for Home Remodeling
You can listen/watch this business breakdowns on Spotify, Apple Podcast, and YouTube
2 min