📈 Investment Thesis

📈 Century Casinos $CNTY - Stacking the Deck for Shareholders

A deep dive into the catalysts driving this overlooked gaming company forward after an intense CAPEX cycle

Jan 14 •

📈 Lazydays RV Holdings $GORV - Failing Market Duopoly

Mini deep-dive on the RV retailer's current predicament

Sep 26, 2024 •

📈 The Children's Place $PLCE - Fashion for the Future Generation

The rise, fall and rebirth of one of the leading brands in affordable trendy apparel for kids

Sep 11, 2024 •

📈 Corticeira $COR - The World's ONLY Cork Manufacturer

A comprehensive financial walkthrough of the market leader in cork production, Corticeira Amorim $ELI:COR

Jul 30, 2024 •

📈 Cardlytics $CDLX - The Ultimate Ad Platform

Reimagining the investment case for Cardlytics

Jun 26, 2024 •

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