Ideas

Below is a list of our ideas in chronological order. If you feel we were incorrect in any of our thesis, or would like to provide feedback, please reach out to us. New ideas and feedback are always welcome.

SMSI: Smith Micro is software application developer. We believe this business is on the verge of turning to high growth profitability and potentially worth x3 it’s current market cap based on industry average PE.

Entered: $1.90/share, March 2018.

GAPFF: Aimia is the parent company of Aeroplan, one of Canada’s largest airline loyalty programs. We believe AIMIA’s SOTP is worth significantly more than current market price.

Entered: $1.8/share May, 2017. Existed: $2.88/share Dec, 2017