I seek to uncover hidden stocks, with a focus on special situations, inflecting stocks and secular growth stories at a relatively cheap valuation. I have approximately 7 years of experience analyzing and investing in small-cap companies, with a particular focus on consumer and technology companies. My style is GARP/Value with a focus on inflecting stories.I enjoy laying out my investment thesis through long-form submissions as it allows others to challenge my thesis and help me improve my process.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of BRAG, BRAG:CA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
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