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Posts By: John Lewis
June 22, 2019
Update on Our Travelzoo Investment Thesis
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June 20, 2019
Glacier Media: Misunderstood Business with Valuable Digital Assets
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June 15, 2019
Update on Our Leaf Group Investment Thesis
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June 8, 2019
Update on Our Rosetta Stone Investment Thesis
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June 1, 2019
Update on Our Spark Networks Investment Thesis
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May 25, 2019
Update on Our Tucows Investment Thesis
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April 30, 2019
A Deeply Humbling Business That Involves Extreme Discipline and Trust
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March 28, 2019
In-Depth Investment Thesis Update on Rosetta Stone
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September 24, 2018
Travelzoo: Attractive Unit Economics and Lifetime Subscriber Value
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September 20, 2018
Rosetta Stone: Lexia Intrinsic Value Strong and Growing
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September 10, 2018
Spark Networks: ~8% the Size and ~1% the Valuation of Match.com
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September 5, 2018
Leaf Group: Improving Fundamentals and Below-Peer Valuation
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August 29, 2018
Tucows: High Reinvestment Rate to Drive Cash Flow Growth
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April 16, 2018
Leaf Group: Undervalued Online Digital Media Company
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April 12, 2018
Rosetta Stone: Transforming to a Far More Valuable Business Model
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April 8, 2018
Tucows: Low-Cost Leader with Experienced “Outsider” CEO
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April 4, 2018
Franklin Covey: Strong Growth in Recurring Revenue
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March 30, 2018
Redbubble: Long Growth Runway and Exceptional Management
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