💡 Pick of the Week

Limes ($LIK) Beyond the "Pink Castle" [Model-Breaking Update]

PoW (#19) Inside the demographic shift that shocked management, and the new roadmap to capture the luxury gap in Southern Europe

Jan 14 • Alejandro Yela

52% Net Cash. 70% Margins. 100% Misunderstood.

PoW (#18) A rare dislocation where the cash on the balance sheet floors the downside, and the monopoly business offers triple-digit upside

Jan 10 • Alejandro Yela

Are You Working Harder Than Your Cash Is?

PoW (#17) We’ve broken down the 6 specific ETFs that beat the bank, including our top picks for yield, safety, and tax efficiency... And the ones we use…

Jan 3 • Alejandro Yela

Buying Dollars for 11 Cents

PoW (#16) Trading at ~10% of Liquidation Value. A hidden natural gas hedge. Primed for a 200% re-rate in 2026.

Dec 27, 2025 • Alejandro Yela

Buying Dollars for 27 Cents

PoW (#15) 0.89x P/Op Cash Flow. 377% Upside to Proven (1P) Reserves. And a management team paying down debt at a furious pace

Dec 20, 2025 • Alejandro Yela

The Last Time We Saw a Setup This Good, We Tripled Our Money

PoW (#14) A European small-cap compounder that the market has left for dead just as its biggest catalyst goes live.

Dec 13, 2025 • Alejandro Yela

Enghouse ($ENGH) - 10x Revs, Flat 25% Margins, Falling -68% YTD Stock. Live Q&A

PoW (#13) [3/3] Recording of the live video

Dec 10, 2025 • Alejandro Yela

49:42

Enghouse ($ENGH) - The Anti Hype Software Compounder With 25 Years of Proof and $270m in Cash

PoW (#13) [2/3] Recorded Presentation + Q3 2025 Results Overview

Dec 9, 2025 • Alejandro Yela

10x Revenues, Flat 25% FCF Margins, Falling -68% YTD Stock. Why?

PoW (#13) [1/3] 14 years of 20% ROIC, 70% recurring revenue with C$261m net cash on a $1bn market cap

Dec 6, 2025 • Alejandro Yela

2.5x Potential w/ Active Buyback Program | 43.4% ROIC | 5.3% Dividend Yield | Zero Debt

PoW (#12) 71.6% Cash Flow CAGR from 2018 to 2024

Nov 29, 2025 • Alejandro Yela

Zero Debt. AI Infrastructure. Too Good to Ignore?

PoW (#11) High Risk, Higher Reward Play on Infrastructure

Nov 14, 2025 • Alejandro Yela

Full CEO Interview | 55% FCF margins | 26% ROE

PoW (#10) Laser Focused Monopoly

Nov 7, 2025 • Alejandro Yela

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts