03 Oct

BullFrog AI (BFRG): Turning Unstructured Data into Actionable Insights

By Chris AbbottHealthcare,
In the current AI boom, one area that has struggled is companies attempting to build sustainable businesses around AI itself. A few companies have figured out how to monetize AI in ways investors view as durable, while the traditional picks-and-shovels businesses, such as NVDA, SNDK, IREN, CRWV, and others, have performed well. Broadly, however, many companies built using AI applications have struggled. So why are we spending time looking at BullFrog AI? We believe it is one of the rare exceptions in the AI space with a genuinely interesting business model. BFRG has built a platform designed to take unstructured…
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03 Oct

Innventure (INV): The Only Public Play on the Next Generation of Datacenter Cooling

By Chris AbbottTechnology,
In the current AI and datacenter buildout, one of the key emerging constraints is the dissipation of heat from newer-generation chips and increasingly dense rack designs. Several technologies are being developed to address this rising heat load. One of the most promising is liquid cooling, which comes in multiple forms, including immersion cooling, single-phase cooling, and a newer approach known as dual-phase cooling. To our knowledge, INV is the only publicly traded company that provides direct exposure to this next generation of datacenter cooling technology. In addition, investors gain a majority stake in two other innovative companies, as well as…
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03 Oct

Bimergen Energy Corporation (BESS): From Stranded Power to Scalable Profits

By Chris AbbottUtilities,
We all know by now that data centers are popping up everywhere there is access to water, cheap power, and strong data infrastructure. Power has become one of the critical bottlenecks in this business, but it has also highlighted just how valuable access to power really is. At the same time, much of the green energy buildout over the past few decades has resulted in a significant amount of what is known as stranded or curtailed power, the difference between power supply and demand. This power has been a major source of cheap energy for bitcoin miners. But what if…
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02 Dec

SKYX Platforms (SKYX): Revolutionizing Smart Homes with Strategic Investors and Partnerships Clearing the Path for Long Term Growth

By Chris AbbottIndustrials, Technology, ,
SKYX is redefining smart home technology and saving lives with its innovative SkyPlug and smart ceiling platform technologies. What began as a simple yet groundbreaking idea has evolved into a far more ambitious vision. The company is integrating its plug-and-play ceiling receptacle into a state-of-the-art smart home platform. Compatible with leading smart home devices like Apple, Google, Samsung, and Matter, the SKYX platform offers more than just convenience. With features like security monitoring, WiFi extension, CO2 monitoring, and music integration, SKYX promises to make homes "truly smart in minutes" and at a fraction of traditional costs. At the heart of…
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04 Oct

Small Cap Portfolio Manager Insights: Fall 2024 Investor Conference Keynote

By Chris AbbottIn the Media,
Description: In this keynote panel titled "Small Cap Portfolio Manager Insights", Robert Blum, Managing Partner of Lytham Partners is joined by Chris Abbott of 1035 Capital Management, Dave Achey of Horton Fund, and Barry Sine of Litchfield Hills Research to explore recent trends, the impact of interest rates, and the shifting investment landscape. Whether you're an investor, portfolio manager, research analyst, or public company CEO, you won't want to miss this insightful discussion! Watch here on Youtube
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11 Sep

Modular Medical: Everyone Loves a Ferrari, but More People Drive Honda Civic’s

By Chris AbbottHealthcare,
Diabetes is a significant challenge for the U.S. healthcare system. According to the 2024 Seagrove Diabetes Bluebook, roughly 25% of all healthcare spending in the U.S. goes toward diabetes management. Despite this, only about one-third of U.S. Type 1 diabetics use an insulin pump, and for Type 2 diabetics, that figure is just 10%. This indicates a large, untapped opportunity to expand pump usage, particularly in the Type 2 diabetes market, which has more patients but lower pump adoption. The insulin pump market is currently dominated by three key players: Medtronic, Tandem, and Insulet, each holding approximately one-third of the market.…
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13 Aug

Comstock Mining: Time To Back-up the Truck for This LODE

By Chris AbbottMaterials,
In nearly 20 years of small and micro-cap investing, we may have just encountered one of the largest disconnects between market capitalization and asset value we've ever seen. You might assume we're referring to a company in a mature, declining market, but it's quite the opposite. One of the biggest challenges for Comstock Mining (LODE) is its identity as a micro-cap conglomerate tech incubator operating under the guise of a gold mining company. This complex and unconventional business model is difficult to grasp, which makes it hard to attract investors and likely contributes to the disconnect between asset value and…
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31 Jul

Terran Orbital: Live Long and Prosper with Lockheed Martin’s Frenemy in Space.

By Chris AbbottIndustrials,
Terran Orbital is a leader in the development of small satellites, a sector that has recently gained significant attention due to the success of Starlink and its constellation. The effectiveness of Starlink during the Russia-Ukraine war, where it was quickly deployed and operated in environments where traditional geospatial satellites were ineffective, has further highlighted the value of small satellites. Although the market was already trending towards small cube satellites, this event solidified their importance. Consequently, there is now enormous demand from various government and commercial customers eager to develop and launch their own distributed small satellite constellations. We believe that…
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