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Opportunities in the medtech sector
Time to buy some more
Jul 18
•
Kevin
10
2
1
50% market cap in cash. 7% FCF yield.
This company has it all: undemanding valuation while still growing in an expanding market and activist investors that are pushing for value realisation.
Jul 10
•
Kevin
15
2
3
Quarterly video update (for pro)
Pro members
Jul 9
•
Kevin
2
2
The Pentagon is funding my next 100-bagger candidate
And Ergodicity?
Jul 3
•
Kevin
24
4
6
June 2026
26x revenue in the next 5 to 7 years
Update on some of our holdings
Jun 26
•
Kevin
22
6
A cheap AI-resilient software play
Are we in a bubble?
Jun 19
•
Kevin
21
5
Pharmx Update: Interview with the CEO
Deepening our understanding
Jun 16
•
Kevin
5
2
This $400m microcap is the hidden backbone of the world Cup
The company is currently mid-transition, evolving from a cyclical hardware vendor into a software ecosystem platform with growing recurring revenues
Jun 12
•
Kevin
26
2
10
How to find your investing edge for outsized returns
What's your edge?
Jun 5
•
Kevin
8
2
May 2026
Portfolio update: May 2026
The Signal
May 22
•
Kevin
8
3
Power scarcity creates massive tailwinds
Business update NUAI
May 19
•
Kevin
9
2
2
The 15 best stock pitches from Omaha part 3
Part 3/3
May 16
14
1
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