Canadian lithium miner. Financials (USD): * MC 319M, 245M * Rev / net income / cash flow: NA, feasibility stage. Management: * Legendary CEO Ken Brindsen from Pilbara, who moved from Australia to Canada to lead the development.

Docusign * Electronic signature solutions, >50% market share with 900 integrations, with 85% of their business out of the US. * Signature market expected to grow at a shocking >30% per year through

Auto insurance underwriter. Thesis: * A trade based on valuation <1x tangible book value. 1-1.5x is standard. * Also screening poorly vs earnings growth. There was an asset sale so it appears to

Ituran Location and Control Ltd * What the company does: Israeli company founded in 1994 focused on telematic services and products that services USA and majority os South America. Largest player globally in this

3/13/25 Sintana Energy * Oil and gas explore company. 49% ownership of 'Inter Oil' company, which has rights to many oil fields off the coast of Namibia. * Low risk, carried