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Mastercraft (MCFT)
A market-leader in a duopoly that checks a lot of boxes.
Apr 26, 2023
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Benji
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Mastercraft (MCFT)
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Supremex (SXP.TO, SUMXF)
A dying leader pivots into a growth industry.
Apr 18, 2023
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Benji
9
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Supremex (SXP.TO, SUMXF)
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I'm back on Twitter!
After much back and forth with Twitter Support (not helpful - what have they done?) I am back on Twitter!
Mar 28, 2023
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Benji
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I'm back on Twitter!
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Bridgford Foods Corp. (BRID)
A Ted Weschler-Dillard's-inspired investment idea
Mar 24, 2023
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Benji
4
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Bridgford Foods Corp. (BRID)
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MIND C.T.I. (MNDO)
A software company printing cash, and returning it to shareholders.
Mar 15, 2023
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Benji
8
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MIND C.T.I. (MNDO)
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Surge Components Inc. (SPRS)
A strong, undervalued business in a secular growth market
Mar 1, 2023
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Benji
9
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Surge Components Inc. (SPRS)
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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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