Perritt
Our archive holds 10 letters from Perritt, behind 5 investment theses. Every quote below is copied verbatim from the letter it came from.
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6 strategies
Perritt publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.
- Perritt CM Bragg3
- Perritt CM Paysign3
- Perritt CM1
Micro-cap · 5 companies
- Perritt CM Arq1
- Perritt CM Ultralife Corporation1
- Perritt Drilling Tools International1
International
Theses · 5
- June 2025
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 - December 2024
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
2025
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