Reading, Thinking and Writing

Reading, Thinking and Writing

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Investment Cases

Evolv Technologies ($EVLV)
Disrupting entrance security with cutting-edge tech
Feb 25, 2025 • ReadThinkWrite
Zedcor Security (ZDC or Zedcor Inc)
Great unit economics and strong demand -- using technology to disrupt traditional security
Jul 29, 2024 • ReadThinkWrite
Payfare Inc (TSE:PAY)
A wonderful company at a fair price?
Apr 28, 2024 • ReadThinkWrite
Trustpilot Group PLC (LON:TRST)
Destination analysis, large TAM with strong competitive advantages
Aug 7, 2023 • ReadThinkWrite
Tiny Ltd.
Investment case, merger, and latest earnings release (FY23Q1)
Jun 7, 2023 • ReadThinkWrite
Butler National Corporation (BUKS)
Margin of safety; Good capital allocation; Two upcoming catalysts
Mar 6, 2023 • ReadThinkWrite
Kits Eyecare Ltd
Large TAM; Strong Management; Growing Eyeglass Segment
Mar 4, 2023 • ReadThinkWrite
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