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Onity Group (NYSE:ONIT) Research Report
Onity Group, formerly Ocwen Financial, is a dirt cheap mortgage servicer trading at 3.5x Next Year Earnings, 0.5x BV, and at a steep...
Rational Capital
Sep 11 min read


WEX Inc. (NYSE:WEX) Research Report
WEX is transforming from a niche payment provider to a more integrated B2B ecosystem. For the past two decades, they have held a dominant...
Rational Capital
Sep 11 min read


Eventbrite (NYSE:EB) Research Report
Eventbrite is a quickly growing high switching cost event management tool and live experience marketplace benefitting from an extremely...
Rational Capital
Sep 11 min read


Imperial Oil Limited (TSX: IMO) Research Report
Imperial Oil Limited is a Canadian integrated oil company. Its upstream assets are all oil sands located in Alberta. Imperial offers a...
Rational Capital
Feb 1, 20231 min read


Melcor Developments Ltd. (TSX: MRD) Research Report
January 22, 2022 - Melcor Developments is an asymmetric risk-reward situation with considerable upside and limited downside. The company...
Rational Capital
Jul 20, 20221 min read


Black Diamond Group (TSX: BDI) Research Report
October 22, 2021 - Black Diamond Group is an attractive, high return on capital modular space business trading at a significant discount...
Rational Capital
Jul 20, 20221 min read


NamSys (TSXV: CTZ) Research Report
September 3, 2021 - NamSys makes software that reduces the cost of handling cash. The company pivoted from an old-school licensing...
Rational Capital
Jul 18, 20221 min read
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