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Staying on Frequency [Pitch]
A specialized electronic components business serving multiple high-growth end markets, trading at an attractive price.
Sep 2, 2024
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Staying on Frequency [Pitch]
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July 2024
Fresh Tech, New Management [Pitch]
$4B software business trading at a steep discount to fair value following management transition, despite a history of strong execution.
Jul 15, 2024
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Fresh Tech, New Management [Pitch]
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June 2024
Player Pipelines [Pitch]
An industry-leading "picks and shovels" business adjacent to the online gambling industry, trading 50% below fair value.
Jun 26, 2024
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Player Pipelines [Pitch]
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Rushing to the Top [Pitch]
Undervalued ~$2B SaaS business with healthy growth, strong NRR, high gross margins, and long-term compounder potential.
Jun 13, 2024
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Rushing to the Top [Pitch]
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