The Thinking Investor

Home
Portolio Updates
Company At A Glance
Company Analysis
Investing Courses
Archive
About

Company At A Glance

Businesses that have earned the right to make your watchlist.
New
Top
Community
OTCM At A Glance
A wide moat business with high returns on invested capital, high insider ownership, great management, expanding margins and a long runway.
 • 
The Thinking Investor
2
Vitec Software Group AB At A Glance
A wonderful business, with high recurring revenue, sustainable growth, well aligned management and excellent fundamentals.
 • 
The Thinking Investor
2
SPS Commerce At A Glance
A low-cap supply chain tech business with great economics and a solid TAM.
 • 
The Thinking Investor
2
LIFCO At A Glance
A serial acquirer at the top of its game.
 • 
The Thinking Investor
7
SDI Group At A Glance
SDI is a high-quality small cap serial acquirer of imaging and sensor equipment with an incredible track record of success. The organic growth on this…
 • 
The Thinking Investor
5
Atlas Engineered Products At A Glance
If tiny, illiquid microcap businesses with great economics, a long runway for growth, high insider ownership, high ROIC interest you, then come check…
10
PAX Global At A Glance
This is the first instalment of my "At A Glance" series of company analysis. PAX Global is a small cap company in a rapidly growing industry with…
 • 
The Thinking Investor
7
© 2023 The Thinking Investor
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing