RESEARCH AND BLOG

In September 2024, we published our original thesis on Kraken Robotics (TSXV: PNG / OTCQB: KRKNF) on Value Investor Club, initiating a position at roughly CDN $1.15/share. Today, shares trade north of CDN $6, and the company's market cap has grown from ~C$280M to over C$1.8B. Our new case study walks through the full arc of that investment: the pressure-tolerant subsea battery monopoly that first caught our attention, the Anduril AUV relationship that anchored our growth thes

I have had the opportunity lately to both present an idea at Planet Microcap Conference and also do the Club Conversations Podcast with David Barbato at the Microcap Club. Here are the videos of both: Planet Microcap Pitch - SuperCom https://youtu.be/W6Q6s8nzWqc?si=I85f0ve3w0EL1DX_ Club Conversations Interview with David Barbato https://www.youtube.com/watch?v=UF30aIFwKpM

I recently had the pleasure of attending the Planet Microcap Conference in Las Vegas and pitching an idea among a stellar group of investment managers and analysts. The idea I choose was SuperCom, an Electronic Monitoring Company based in Israel. On the morning of my long pitch huge news was released from the company that they just signed the updated contract with Sweden on their recent EM RFP win. That contract amount was up to $75m, from the previously reported $17m. Th