📈 Investment Thesis

Atlas Engineered Products $AEP – Truss(t) the Process

Structurally Sound Fundamentals in a Canadian Consolidation Play

Nov 26, 2025 • Alejandro Yela

Omni-Lite Industries $OML – Manufacturing Precision Components

Inside the Making of a Multi-Division Aerospace & Defense Powerhouse

Oct 28, 2025 • Alejandro Yela

California Nanotechnologies $CNO – Advanced Materials US Monopoly

A Deep Dive into the Journey from Prototype to Production

Sep 30, 2025 • Alejandro Yela

Spartan Delta $SDE – Oil & Gas Consolidator w/ Operational Leverage

A Deep Dive into a Canadian Oil and Gas Acquisitions-Focused Player

Sep 16, 2025 • Alejandro Yela

QXO Inc. $QXO - Brad Jacobs’ Next Big Build

A Deep Dive into the Past, Present, and Future of This Bold Building Materials Consolidator

Jul 15, 2025 • Alejandro Yela

BluMetric Environmental $BLM - Wealth & Water

A Comprehensive Investment Breakdown of a Water Tech Innovator

Mar 25, 2025 • Alejandro Yela

Limes Schloss Clinics $LIK - Deluxe Mental Healthcare

A Deep Dive into an Overlooked Exclusive Mental Health Clinic Operator

Feb 25, 2025 • Alejandro Yela

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, 2025 • Alejandro Yela

Lazydays RV Holdings $GORV - Failing Market Duopoly

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

Sep 26, 2024 • Alejandro Yela

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 • Alejandro Yela

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 • Alejandro Yela

Cardlytics $CDLX - The Ultimate Ad Platform

Reimagining the Investment Case for Cardlytics

Jun 26, 2024 • Alejandro Yela

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