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The Mine That the Market Forgot: A Contrarian Case for Taseko Mines (TGB)
A deep-dive analysis — not a buy recommendation, but the beginning of a very long stare.
Jun 20
•
Felix
1
Ring Energy Inc. (NYSE: REI): What $354 Million Buys You in the Permian Basin
There is a $1.3 billion asset sitting inside a company the market is pricing at $354 million. Here is how I found it, why the market missed it, and what…
May 19
•
Felix
1
1
The Quiet Compounder Nobody Is Talking About: A Deep Dive into Info-Tech Systems (SGX: ITS)
On finding a SaaS business that grows like a weed in a market that nobody looks at, with margins that embarrass Workday, and a moat that reveals itself…
May 16
•
Felix
2
Rust, Rigs, and the Recurring Revenue Hidden in Plain Sight: A Deep Dive into Beng Kuang Marine (SGX: BEZ)
Analysis date: 17 March - 23 April 2026
May 9
•
Felix
1
1
The Most Overlooked Oil Company in America — And Why That Might Be the Opportunity of the Decade
An investment analysis of California Resources Corp (NYSE: CRC)
Mar 3
•
Felix
1
The Art of Saying No - DNUT: Krispy Kreme Inc
The Doughnut Company That Almost Made It
Jan 28
•
Felix
1
2
3
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