Virtra Systems (VTSI) announced more orders last quarter than it had revenues last year. The company is involved in judgment training for law enforcement via its ultra-realistic 300-degree, heart-pounding, visual-auditory-tactile simulators (pictured below). The long thesis is articulated… Continue Reading
For the past couple of months, my deepest conviction long idea has been Pro-Dex (PDEX). If friends, family, or other investors asked what I was into at the moment, my first answer was, “PDEX.” Only recently have I begun to find other… Continue Reading
A couple months ago, I saw a tweet about a company I had never heard of. The tweet said that executives of a company had agreed to buy shares in the company at 4X the current stock price. My ears… Continue Reading
