A Kazakhstan super-app at single-digit earnings. The first foreign large-cap to clear the Microcap Investing Checklist with documented scope carve-outs.
Thanks P-A! On the position — I've never actually held Kidoz, it was research coverage, so no change there.
You might be onto something, though. The dip to a loss isn't the business weakening — it's the opposite: they're deliberately reinvesting, putting real money into the AI / Prado build-out while revenue keeps growing. That's a company spending today to be bigger tomorrow, and if it pays off there's a genuine chance this becomes a really good business. Definitely one worth watching closely here.
Great research as always. I really like the way you write your articles and was hoping you were going to post soon !
Did your position change on Kidoz since the last research you did on them ? Earnings report looks positive but the price action says otherwise. Looks crimianally undervalued imo…
Thanks P-A! On the position — I've never actually held Kidoz, it was research coverage, so no change there.
You might be onto something, though. The dip to a loss isn't the business weakening — it's the opposite: they're deliberately reinvesting, putting real money into the AI / Prado build-out while revenue keeps growing. That's a company spending today to be bigger tomorrow, and if it pays off there's a genuine chance this becomes a really good business. Definitely one worth watching closely here.
Brilliant Research !
Great research as always. I really like the way you write your articles and was hoping you were going to post soon !
Did your position change on Kidoz since the last research you did on them ? Earnings report looks positive but the price action says otherwise. Looks crimianally undervalued imo…