Value in the Wild | Benji | Substack

Mastercraft (MCFT)

A market-leader in a duopoly that checks a lot of boxes.

Apr 26 •

New

Supremex (SXP.TO, SUMXF)

A dying leader pivots into a growth industry.

Apr 18 •

I'm back on Twitter!

After much back and forth with Twitter Support (not helpful - what have they done?) I am back on Twitter! You can follow me at @VITWInvesting - I’ll…

Mar 28 •

Bridgford Foods Corp. (BRID)

A Ted Weschler-Dillard's-inspired investment idea

Mar 24 •

MIND C.T.I. (MNDO)

A software company printing cash, and returning it to shareholders.

Mar 15 •

Surge Components Inc. (SPRS)

A strong, undervalued business in a secular growth market

Mar 1 •

Value in the Wild

Value in the Wild

The investment journey of a microcap investor - investment ideas, book reviews, and general thoughts. Maybe some personal stuff along the way.

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