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Thirty Years of Nothing: Our suggestions to fix the egregious Governance concerns at TransAct Technologies(TACT) and to drive shareholder…
An analysis piece by a concerned shareholder. Read Disclosure at the end. Do your own Due Diligence! Disclosure: We stand to gain money if the issuer’s…
Sep 10
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May 2026
Mini Memo: Why I am considering going long MNDY
Not investment advice, DYOR. I am not long this security, but I reserve the right to change that anytime.
May 25
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An undervalued 100m left-for-dead company where a dedicated activist could create meaningful shareholder value with what we think is a…
Not investment advice: We don't assure any correctness in this thesis and figures, and more importantly we are LONG the shares of this security, and our…
May 2
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August 2025
Some victory laps + updating some trade hedging ratios to manage risk properly, along with some colour on what's coming soon.
DYOD!
Aug 13, 2025
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Why I'm bullish on a few Asian Video game makers with a clear catalyst ahead, and how I'm structuring the trade to hedge out some governance…
Why I'm long Asian video game makers and how I'm hedging out some of the risks(and how astute readers can play it) + some interesting trade ideas I have…
Aug 7, 2025
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A peek into the Ragnarok Portfolio: Two of my short-term long trades and the rationale behind my holdings + my crude hedging strategies to…
Do your own research!
Aug 6, 2025
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Ragnarok Research
Ragnarok Research's unique lens-based investment philosophy + an actionable idea
For a change of pace, we decided to give readers a clear picture of what goes on in behind the scenes of our due diligence process, with an actionable…
Aug 4, 2025
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July 2025
Long MKTW: A 50-million dollar buyback, a clean balance sheet, and a platform returning to growth with a cheap valuation at 4.9x PE. PT…
Disclosure: Ragnarok Research is LONG MKTW. Position may change anytime
Jul 24, 2025
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LONG AEI: A 13-million dollar company with 20 million dollars of net cash aiming to improve shareholder returns via stock buybacks, paired…
Disclosure: Ragnarok Research is LONG AIE. Do your own due diligence.
Jul 15, 2025
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The Value Road
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May 2025
NMTC: NeuroOne Medical Technologies. Recommendation: Strong buy. PT: 2$
Do your own Due diligence. Disclosure: We are LONG the shares of NMTC
May 13, 2025
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April 2025
Long BIOA: The biotech company whose cash reserves are more than double its market cap, which also possess a prized hidden asset which makes…
Do your own due diligence.
Apr 14, 2025
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February 2025
LONG ZDGE PART II: Proprietary research and our conversation with CEO and Gurushots’ Product head re-iterates our confidence in Gurushots…
Do Your Own Due Diligence- like we did!
Feb 7, 2025
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