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Update on one of the best risk-reward setups out there
Going down under
Jan 21
•
Kevin
22
2
3
Up 71%, End of year Portfolio Update (Jan 26)
A fantastic year
Jan 2
•
Kevin
10
3
1
Monthly Portfolio Update (Dec 25)
Up 18% and 90%+
Dec 4, 2025
•
Kevin
9
A solid quarter, time to buy more of this high ROIC serial acquirer?
Earnings Update S1 2026
Nov 29, 2025
•
Kevin
4
2
Robot Payment - Addendum to quarterly update
Feedback from IR
Nov 20, 2025
•
Kevin
4
A prime example of operational leverage
Earnings Update Robot Payment Q3 2025
Nov 17, 2025
•
Kevin
4
2
A banger quarter for CareCloud
Earnings Update CCLD Q3 2025
Nov 7, 2025
•
Kevin
10
2
The security roll-up, is it a buy?
Earnings Update IMB Q1 2026
Nov 5, 2025
•
Kevin
10
Our second-best bet, up 50% this year
Earnings Update Q2 2025
Sep 19, 2025
•
Kevin
24
12
3Y Sales CAGR of 48%: Code Cracked
Earnings Update Q2 2025
Sep 14, 2025
•
Kevin
20
2
4
A double in 5 years with the potential for more
Earnings Update
Aug 29, 2025
•
Kevin
18
10
2
A small fintech accelerating earnings (+40% yoy)
How about that for operating leverage...
May 14, 2025
•
Kevin
14
2
2
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