Archive - Port Louis Newsletter

Mispriced Avionics Player Poised for an Inflection (IS&S - NASDAQ: ISSC)

Elevator Pitch

Apr 11, 2024 •

Port Louis

12

1

October 2023

Under-The-Radar Spin-Off a Small-Cap UK SaaS Business (Pendragon - LSE:PDG)

Note as of 02/02/2024: I’ve been following Pendragon’s developments with Lithia Motors and other strategics since mid-September 2023.

Oct 23, 2023 •

Port Louis

4

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