Perritt
Perritt CM
Micro-cap
Dec 2024 → Jun 2025
Our archive holds 1 letter from this strategy, behind 5 investment theses and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in 2 years — follow all of Perritt for every strategy.
Its investment theses
- Bragg Gaming Group Inc.Jun 2025Bragg 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.
- Paysign, Inc.Jun 2025Paysign, 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.
- Arq, Inc.Dec 2024Arq, 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.
- Lakeland IndustriesDec 2024Lakeland 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.
- Ultralife CorporationDec 2024Ultralife 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.