Reading, Thinking and Writing

Evolv Technologies ($EVLV)

Disrupting entrance security with cutting-edge tech

Feb 25 • 

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January 2025

Portfolio Concentration: Separating Myth from Reality

An argument for more diversification and thoughts on portfolio construction

Jan 7 • 

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1

December 2024

Selling Butler National Corp ($BUKS)

151% return (68% Annualized) since original post (1.8 years ago)

Dec 10, 2024 • 

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November 2024

Kits Eyecare FY24Q3 Earnings

Accelerating Revenue Growth, Optionality, Recurring Revenue, and Valuation

Nov 7, 2024 • 

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October 2024

I Gave Stock Picks to my Father-in-law

BONUS: Link to my Savvy Trader Long-term Compounder portfolio

Oct 20, 2024 • 

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September 2024

SELL Payfare Inc? (TSE:PAY)

DoorDash is not renewing and makes up a large portion of Payfare's revenue

Sep 26, 2024 • 

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Butler National Corporation (BUKS) FY25Q1

Strong quarter with good growth in revenue and earnings.

Sep 15, 2024 • 

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2

July 2024

Zedcor Security (ZDC or Zedcor Inc)

Great unit economics and strong demand -- using technology to disrupt traditional security

Jul 29, 2024 • 

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Butler National Corporation (BUKS) FY24 and Q4 Earnings

The story is coming together with a great quarter with record earnings

Jul 24, 2024 • 

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May 2024

Kits Eyecare FY24 Q1 Earnings

Influencer marketing, guidance, competition, and try-on improvements

May 25, 2024 • 

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April 2024

Payfare Inc (TSE:PAY)

A wonderful company at a fair price?

Apr 28, 2024 • 

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March 2024

Conviction and Quality

Thoughts on article by Josh Tarasoff

Mar 25, 2024 • 

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