Dec. 31 at 1:20 AM
What I own going into 2025:
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$GAMB: the tollbooth of the gambling industry, benefiting disproportionately compared to other gambling players from legalization and is using that profit to expand into adjacent markets (gambling tech). Superior margins and growth compared to peers.
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$MSCLF: developing a drug to regenerate muscles, is currently going through phase 1b and reported blowout canine data earlier this year. Recently secured fresh capital so absolutely no going concern until Phase 2 data.
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$CANOF: advanced material startup just beginning to scale out their operations. Some short term headwinds for the stock due to a major holder selling, but the long term story is completely intact and should be validated with financials soon.
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$CVOSF: enterprise SaaS focusing on bringing generative AI to enterprise search. Recently inked deals with Shopify and SAP. I believe they can return to double digit YoY growth and valuations will reflect this.