Business Breakdowns
Lindbergh SPA (LDB.MI): The HVAC Serial Acquirer Paying 2x EBITDA
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Jan 29, 2026 · 2 min read min
Education
Winning and Losing
When you realize it’s a toss of a coin whether you make money on a stock, and that’s the average of the best investors in the world. Then it hits you what matters most is how you react when you are winning and losing.
Jan 28, 2026 · 6 min read min
Interview
Club Conversation with Tim Hanson, Making Millions in Boring Businesses
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Jan 26, 2026 · 2 min read min
Business Breakdowns
Armanino Foods (AMNF): The Leading Producer of Italian and Specialty Foods
As the dominant U.S. foodservice pesto leader, the company leverages a debt-free "fortress" balance sheet to fund aggressive automation and international expansion.
Jan 21, 2026 · 2 min read min
Evidence Based Research
How to Avoid Dilution in Microcaps - A Dilution Risk Scorecard
We can predict future microcap equity dilution and equity dilution can predict future returns.
Jan 20, 2026 · 8 min read min
Interview
Club Conversation with David Gardner, the Rule Breaker
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Jan 19, 2026 · 1 min read min