Welcome to 2022?
So much for thinking 2022 was going to be an improvement over last year. Last Sunday I tested positive for covid then, on Monday,...
Happy New Year!!!
Investing in micro-cap stocks with a 3-5 year time horizon, which is my expectation for a holding period every time I enter a position,...
No QUESTion, This Stock’s A Winner
The irony of it all. While many companies scour the planet searching for potential gold mines, there's a garbage dump in the UK containing...
Quest Resource Holding Acquires Two Asset-Light Waste Services Companies
TW's Take: excellent news as QRHC adds to their revenue and EBITDA substantially without issuing more shares, making this highly accretive. Quest is entering...
Quest Resource Holding Corp. Reports 3rd Quarter 2021 Financial Results
TW's Take: great growth taking place here as Quest is achieving critical mass. Completely off the radar screen ESG opportunity. We expect the stock...
Three Non-Biotech Stocks
Higher interest rates and inflation are not good for long-term investment plays. When earnings are years out, a change in the discount rate can...
QUEST RESOURCE HOLDING CORPORATION ACQUIRES ASSET-LIGHT WASTE SERVICES PROVIDER
TW's Take: more positive momentum for their business, this acquisition comes at around 5X EBITDA before synergies, so very reasonably priced with a great...
October Awaits
September to remember? I had such high hopes. Sadly, it turned out to be a very forgettable month and I'm happy to have it...
Old Fashioned Sunday
While the bankers and fund managers are heading out to the Hamptons for vacation, micro-cap earnings season kicked in last week and news flow...
QUEST RESOURCE HOLDING CORPORATION REPORTS SECOND QUARTER 2021 FINANCIAL RESULTS
TW's Take: another strong quarter of solid execution. Quest is a generating cash, growing rapidly, and well positioned as an ESG play.
THE COLONY, Texas,...
Are We Having Fun Yet? Bull Ride Continues
The "bull" market continued this past week although it showed signs of tiring. Which is good because the bull ride we've been on resembles...
Kentucky Bluegrass
In a holiday shortened week, this newsletter comes from Kentucky where the TW household is attending a family wedding. Throw in a side journey...
Let’s Get Ready To Rumble (2nd Half Preview)
To steal a line from Charles Dickens, "It was the best of times. It was the worst of times. Then it was pretty darn...
QUEST RESOURCE HOLDING CORPORATION ANNOUNCES DEFINITIVE AGREEMENT TO ACQUIRE ASSET-LIGHT WASTE SERVICES PROVIDER
TW's Take: a nice acquisition at 5X EV/EBITDA is immediately accretive and fits in with their strategy perfectly. Expect more like this in the...
Stock Picking Wins This Week
It was another great week for TW as the pendulum appears to be swinging full speed in our direction. This while the overall market...
Reversal of Fortune
The pendulum had swung too far. Simply put, companies that are funded and executing on their gameplan cannot go down forever. Eventually they find...
Quest Resource Holding Corporation Reports First Quarter 2021 Financial Results
TW's Take: a very strong quarter. QRHC remains an under-appreciated growth stock trading at a very reasonable price. The ESG aspect of their business...
Alpha-Bet Soup
There are times when stock picking isn't the most important part of your investment strategy. When all that matters is being in the right...
QUEST® PROGANICS™ PROVIDES A TRANSFORMATIVE STEP FORWARD IN ORGANICS RECYCLING
TW's Take: we continue to believe that Quest represents a differentiated offering in the traditional business of waste disposal. In a world increasingly focused...
2nd Degree of Risk
Investing in micro-caps always involves a high degree of risk. This risk can come in many different forms as well. For example, looking at...