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Monthly Portfolio Update (Dec 25)
Up 18% and 90%+
Dec 4
•
Kevin
9
A solid quarter, time to buy more of this high ROIC serial acquirer?
Earnings Update S1 2026
Nov 29
•
Kevin
4
2
Robot Payment - Addendum to quarterly update
Feedback from IR
Nov 20
•
Kevin
4
A prime example of operational leverage
Earnings Update Robot Payment Q3 2025
Nov 17
•
Kevin
4
2
A banger quarter for CareCloud
Earnings Update CCLD Q3 2025
Nov 7
•
Kevin
10
2
The security roll-up, is it a buy?
Earnings Update IMB Q1 2026
Nov 5
•
Kevin
10
Our second-best bet, up 50% this year
Earnings Update Q2 2025
Sep 19
•
Kevin
24
12
3Y Sales CAGR of 48%: Code Cracked
Earnings Update Q2 2025
Sep 14
•
Kevin
19
2
4
A double in 5 years with the potential for more
Earnings Update
Aug 29
•
Kevin
16
10
2
A small fintech accelerating earnings (+40% yoy)
How about that for operating leverage...
May 14
•
Kevin
14
2
2
A microcap monopoly accelerating growth
2 days left on our 25% discount
May 2
•
Kevin
20
3
14
Q1 2025 Quartely call
Video recording
Apr 12
•
Kevin
3
1:07:42
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