• Buy CoTec Holdings

    CoTec Holdings (TSXV:CTH) was formed formed in 2021 with the idea of acquiring the ownership or rights to disruptive mining and recycling technologies and the underlying assets the technologies were developed for to accelerate their development, commercialization, and the generation of economic returns.

  • Write Puts on Owens Corning

    We’re initiating a bullish options strategy on this building products manufacturer.

  • Buy Axon: A Mission-Driven Growth Story

    Axon Enterprise is a maker of a wide range of equipment and software for law enforcement and public safety officials, including body- and vehicle-mounted cameras, drones, and its Taser stun gun.

  • Buy Grab Holdings: An Asian Unicorn Rising

    We’re tempted to call Grab Holdings (NASDAQ: GRAB) a hybrid of Uber Technologies (NYSE: UBER) and MercadoLibre (NASDAQ: MELI) for Southeast Asia.

  • Buy Leidos Holdings: Aligned to DoD Growth Plans

    Leidos Holdings is the largest of the so-called “Beltway Bandits,” a collection of contractors that provide government services rather than building new planes or warships.