100-Bagger Hunting

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A mini-Palantir growing fast
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A mini-Palantir growing fast

Final call

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Kevin
May 04, 2025
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A mini-Palantir growing fast
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A once-struggling data analytics firm has engineered a remarkable turnaround, transforming from a cash-burning acquisition spree into a profitable, vertically focused powerhouse.

You know I love turnarounds!

Over the past year, the company achieved a 40% reduction in administrative costs, flipped from a net loss of $0.079/share to a $0.019/share profit, and now boasts a $43.2M revenue run rate, a 21% YoY increase.

What makes this story compelling is its unorthodox path ➡️12 strategic acquisitions consolidated into a unified platform, a pivot from diluted growth to organic scalability, and a niche focus on high-value industries like financial services and retail.

The fact that they are now focused on organic growth is what made me start tracking this company.

Although the small size of the company (CA$ 55M), they do have a global reach and partnerships with tech giants like Google Cloud. This underfollowed player is positioning itself as a specialist in turning fragmented data into actionable intelligence while trading at a fraction of its larger peers’ valuations.


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