Evan Bleker
Long only, medium-term horizon, net net stocks, deep value

A Net Net Stock With Explosive Potential

I'm always on the lookout for asymmetrical bets -- you know, the type of bets that can provide fantastic returns when lumped into a larger portfolio.

As a net net stock investor, these kind of asymmetrical bets aren't exactly rare but, despite how well this strategy pays off for investors, not all NCAV opportunities are created equally. It's worth taking some time to explore what exactly makes for a great net net stock and to do this let's take a look at a tiny turnaround company named Sangoma. (Note that the stock trades with more liquidity on the Toronto Stock Exchange under ticker: STC).

Caught in Mid-Pivot

Sangoma Technologies Corp. is one of those tiny off-the-radar Canadian companies most investors...

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