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...

Technically Speaking

I've always thought that technical analysts were like lawyers; you can always find one who will tell you what you want to hear. That said,...

QUEST RESOURCE HOLDING CORPORATION REPORTS 2020 FINANCIAL RESULTS

TW's Take: growth is coming quicker, which is going to really show the street how cheap this stock is. A hidden gem in my...

Miami Advice

The past year has been all about the pandemic. First it was about selling everything. Like every other market meltdown, it was viewed as...

The Micro-Cap Rally Continues Full Force

November was truly a month to remember for the markets. The best month in over 40 years for the Russell 2000 saw that index...

QUEST RESOURCE HOLDING CORPORATION ACQUIRES GREEN REMEDIES, STRENGTHENING PRESENCE IN STRATEGIC MARKETS

Tailwinds' Take: this is a nice acquisition for QRHC as it strengthens their ability to access multi-family buildings. Purchase price of around 6X net...

The Final Push…

Like the debate, 2020 has been a sh**-show. Pandemics, political divisiveness, fires...it's not been a beach party to say the least. Yet, here we stand...

This Week at Tailwinds

Stocks continued to climb the proverbial wall of worry last week, with the S&P briefly managing to touch an all-time high and the Russell...

QUEST RESOURCE HOLDING CORPORATION REPORTS PRELIMINARY SECOND QUARTER RESULTS

THE COLONY, Texas, Aug. 04, 2020 (GLOBE NEWSWIRE) -- Quest Resource Holding Corporation (NASDAQ: QRHC) ("Quest" or the “Company”), a national leader in environmental reuse, recycling, and...

QUEST RESOURCE HOLDING REPORTS FIRST QUARTER 2020 FINANCIAL RESULTS

THE COLONY, Texas, May 14, 2020 (GLOBE NEWSWIRE) -- Quest Resource Holding Corporation (NASDAQ: QRHC) ("Quest"), a national leader in environmental waste and recycling...

QUEST RESOURCE HOLDING CORPORATION REPORTS 2019 FINANCIAL RESULTS

THE COLONY, Texas, March 12, 2020 (GLOBE NEWSWIRE) -- Quest Resource Holding Corporation (NASDAQ: QRHC) ("Quest"), a national leader in environmental reuse, recycling, and...
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