Jemtec, Inc. (JTC): Canadian Nano-Cap in Niche Industry

Jemtec, Inc. (JTC) is a nano-cap company that trades on the Toronto Venture Exchange (TSXV). At current prices, you can buy the business for around $4.2M, or a little over $2M net of cash. It's very small. All figures will be in CAD. Background & Thesis The company is Canada's leader in electronic tracking technology. … Continue reading Jemtec, Inc. (JTC): Canadian Nano-Cap in Niche Industry

Frontdoor, Inc. – Growing Core Business with Recurring Revenue Model & High Value-Add Services

Frontdoor, Inc. (FTDR) specializes in all areas of home servicing from improvement, to repairing, and maintaining. The company's goal is to take the hassle out of owning a home through its large network of provided services. Frontdoor has 2 million customers and 15,000 contractors, making it the largest home servicing company by nearly four times. … Continue reading Frontdoor, Inc. – Growing Core Business with Recurring Revenue Model & High Value-Add Services

The Biggest Drop In History

For most reading this, they will already know that the market fell 1,700 points at its lowest, marking the lowest one day drop in the history of the markets. An incredibly satiable headline for sure, but what does this recent trend mean for investors, specifically deep value investors like myself? I wasn't planning on writing … Continue reading The Biggest Drop In History

KORS, Bitcoin, and Natural Gas Commentary

Much to my surprise I haven’t received any feedback on my piece regarding Bitcoin. I believe that could be do to the fact that most people who receive my newsletter simply file it into their trash folder without ever glancing at what was said. Regardless, I will continue to send out my investment ideas and … Continue reading KORS, Bitcoin, and Natural Gas Commentary

Investment Philosophy Part 2 – Diversification & It’s Shortcomings

I want to discuss part two of my Investment Philosophy series, Portfolio Concentration and Diversification. Although this is not the most important part of my philosophy (that was discussed in part 1), it is still very important for you as a potential investor in the Fund to understand how I think about such matters like … Continue reading Investment Philosophy Part 2 – Diversification & It’s Shortcomings

Portfolio Update & Watch List Wonderings

There are a few companies that I have on my radar that I could potentially pull the trigger on if the price action works in my favor. Oddly enough, all of these positions are on the long side. I say oddly enough, because if you've been reading this website for a while, you've picked up … Continue reading Portfolio Update & Watch List Wonderings