All funds

Perritt

Dec 2024 → Jun 2025 · Publishes quarterly · 6 funds

Our archive holds 10 letters from Perritt, behind 5 investment theses. Every quote below is copied verbatim from the letter it came from.

Perritt’s own letters page
10
Letters
0
Companies
0
Moves
5
Theses

Theses · 5

  • Bragg Gaming Group Inc. is an iGaming content and technology provider leveraging its established European assets to expand into North American and Latin American markets, anticipating significant revenue growth amid regulatory changes.

    Read the full thesis
  • June 2025

    Paysign, Inc. is a leading provider of prepaid card solutions primarily for plasma centers, while also expanding into pharmaceutical benefits, positioning the company for significant growth in 2026.

    Read the full thesis
  • December 2024

    Arq, Inc. is an environmental technology company focused on producing activated carbon products, optimizing its operations from powdered to granular forms, and expecting significant EBITDA growth alongside opportunities in asphalt emulsions.

    Read the full thesis
  • December 2024

    Lakeland Industries is strategically expanding its presence in the fire and safety market through acquisitions and innovative sales approaches, positioning itself for future growth and increased shareholder returns.

    Read the full thesis
  • Ultralife Corporation is an undervalued microcap company specializing in power and communication systems, with consistent revenue growth and a strong market position in ruggedized military and commercial solutions.

    Read the full thesis

Letter archive · 10

Funds · 6

  • Perritt CM Bragg3
  • Perritt CM Paysign3
  • Perritt CM1
  • Perritt CM Arq1
  • Perritt CM Ultralife Corporation1
  • Perritt Drilling Tools International1

Get Perritt’s next letter the day it lands

We track Perritt alongside hundreds of other managers, read every letter, and pull out what they bought and sold. Warren AI reads the whole archive for you.

View plans
Share this fund