• Buy BlackRock (Fire)

    With a compelling plan to grow sales combined with its sticky core revenue streams and current income potential warrant bringing it to the Scorecard.

  • Buy BlackSky Technology

    DroneShield is off to a strong start in working through complex tech to defend against drone attacks. The opportunity for it to grow exponentially makes it an intriguing investment in the future.

  • Buy S&U

    I’m recommending S&U again as it seems to have great growth potential and to be underpriced.

  • Buy RELX (Ice)

    We believe the market has overestimated the risk of AI to RELX and underestimated the opportunity it provides.

  • Buy AST SpaceMobile

    Emcor might not be as obviously attractive as a high-profile tech firm but it shares in many of the same opportunities.

  • Buy Bloom Energy

    Emcor might not be as obviously attractive as a high-profile tech firm but it shares in many of the same opportunities.

  • Buy Planet Labs

    Emcor might not be as obviously attractive as a high-profile tech firm but it shares in many of the same opportunities.

  • Buy Stantec (Fire)

    With a proven management team, growth opportunities, sticky client base, and global tailwinds, we’re pleased to bring Stantec to the Scorecard.

  • Buy Paypoint

    Concurrent has evolved into an under-the-radar mission-critical defence supplier and we think it’s only getting started.

  • Buy DroneShield

    DroneShield is off to a strong start in working through complex tech to defend against drone attacks. The opportunity for it to grow exponentially makes it an intriguing investment in the future.