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A Billion-Dollar Business Hiding Inside a Half-Billion-Dollar Stock
New Enviri (NYSE: NVRI): the good half alone is worth more than the whole company — and the people who run it just started buying.
Jun 4
•
Lavel
1
Optimum Communications (NYSE: OPTU) — The Odd Lot Special Situation
A $2.50 cash offer, a stock trading well below it, and a small-investor rule that skips the line — before June 30.
Jun 1
•
Lavel
2
May 2026
The Baby in the AI Bathwater
A profitable money network — 80% margins, three activists, and a buyout firm circling.
May 30
•
Lavel
1
BeWhere Holdings (TSXV: BEW.V) — Q1 2026 Thesis Check-In
The one box my checklist failed it on just hit a record
May 29
•
Lavel
3
2
Kaspi.kz (NASDAQ: KSPI)
A Kazakhstan super-app at single-digit earnings. The first foreign large-cap to clear the Microcap Investing Checklist with documented scope carve-outs.
May 26
•
Lavel
6
3
February 2026
NamSys Inc. (TSXV: CTZ) - Fiscal 2025 Update
Recurring Revenue, Accelerating Profits, and Getting Paid 12.5% Yield to Wait Out the Sell Wall
Feb 26
•
Lavel
1
Altus Group (AIF.TO) – Hunting the Next Odd Lot
February 21, 2026
Feb 21
•
Lavel
1
Yext, Inc. (YEXT) – The Odd Lot Special Situation
February 20, 2026
Feb 20
•
Lavel
4
Advanced Braking Technology (ASX: ABV)
The Physics of Safety: A Monopoly on Mission-Critical Braking
Feb 18
•
Lavel
3
Docebo Inc. (DCBO) – The Odd Lot Special Situation: Update
Date: Feb 18, 2026
Feb 18
•
Lavel
5
2
1
BeWhere Holdings Inc. (TSXV: BEW.V)
Industrial IIoT: Digitizing "Dumb" Assets for Smart Returns
Feb 7
•
Lavel
10
2
Docebo Inc. (DCBO) – The Odd Lot Special Situation
The Checklist Compounder is primarily built to find Canadian microcaps that can compound for 10+ years.
Feb 4
•
Lavel
9
8
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