April 18, 2024

Position initiated: August 2022 Xpel sells, distributes and installs protective films for the auto and boating industries. CEO Ryan Papa took over the company and brought it back from the dead and has commanded an amazing growth story from $0.04 to $56. Today the company is being run responsibly.The company is growing through small acquisitions...

EV’s and Data warehouses coming along at a break-neck pace. There is absolutely no way we can meet the demand for electric power supply without building hundreds of nuclear power plants around the globe.Nuclear energy uses Uranium. Uranium is a limited resource. Allocating 3% to this energy source is a no brainer. Tail winds should last decades.Div...