Lewistown Capital
Ryan SeawellSoftware investing
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 4 | Subscribers | Read | lewistowncapital.substack.com |
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[$VEEV] Veeva Systems
Disclaimers: I own Veeva shares; this is not investment advice
[$TSU.TO] Trisura Group
Disclaimer: I am wrong often, please do your own work
[$QRHC] Quest Resource Holding Corp
I believe Quest shares at these levels provide an asymmetric investment opportunity, combining low downside risk with 3x+ upside potential over a ~5 year horizon. I think the business is on the cusp of sustained, ~15-20% organic EBITDA grow...
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