Posted on May 22, 2018May 22, 2018 by curtis

Some random thoughts on potentially interesting companies that may or may not be in the portfolio:

Anatomy of a busted thesis (ADA)

Posted on November 22, 2018November 22, 2018 by curtis

Australian Investors Podcast interview

Posted on November 14, 2018November 14, 2018 by curtis

Posted on November 30, 2017December 6, 2017 by curtis

Small cap medical device company with a CY2018, good probability FDA catalyst.

Posted on November 27, 2017December 6, 2017 by curtis

A cloud ERP reseller with a small market cap and good forecast growth despite a declining business division masking the ERP division’s performance.