Civitanavi Systems SpA: A High Potential Aerospace & Defense Supplier

Alight: A Highly Durable Business With Long-Term Potential: A high-quality de SPAC inflecting upwards in terms of growth and profitability; expect multiples to re-rate higher (in line with peers) if management can execute their transformation

CreditRiskMonitor: Play Defense with this Counter Cyclical SaaS Company: Illiquid microcap company with accelerating demand, a new product launch and improved profit margins moving forward; $4/share target (60% upside)

Table Trac: My Favorite Idea: Nanocap software company with accelerating revenues (+66% LTM, record backlog), solid tech, terrific unit economics (~70% incremental EBITDA margins) and just 2% TAM penetration; $9/share target

Delta Apparel: Growth At An Unreasonably Cheap Price: While its stock trades at a fraction of market multiples, DLA is well-positioned to sustain double-digit earnings and FCF growth rates for the next 5 years

Table Trac: A Nano Cap Software Company At An Inflection Point: Founder-led casino software maker with recurring revenue, low churn and long growth runway