🔑 What You’ll Learn in This Episode:
- Who is Isaac Saunders? 🧑💼
- A quick introduction to his background and investing style.
- Key Lessons from the Tier1 Case 📚
-Insights and takeaways from a challenging experience.
-Covalon Technologies ($COV.V): A breakdown of this investment case and why it matters.
- Exclusive Pitch: Neurosoft Software ($NRST.MI): 💡
Isaac’s latest idea: a 14M Market Cap company with a 12x P/E.
Connect with Isaac
Linkedin - https://www.linkedin.com/in/joseph-isaac-rein-saunders-947a69188/
Twitter - https://x.com/ValueIsaac2002
Substack - https://neglectedvaluechronicles.substack.com/
Connect with me :)
Linkedin - https://www.linkedin.com/in/david-barbato/
Twitter - https://twitter.com/ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743
Time Stamps:
00:00 Intro
01:35 Investment Strategy
04:30 What Happened with Tier1
10:45 How to Scuttlebutt with Customers?
14:00 Covalon Technologies ($COV.V)
29:50 Sustainability of the Growth
34:30 Expected IRR?
37:05 Neurosoft Software ($NRST.MI)
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