The YouTuber recommends Mind Technology (MNDT) as a buy, despite its small market cap, due to solid fundamental momentum. He highlights its leadership in marine technology, benefiting from industry tailwinds in energy exploration and offshore wind. The company has shown 26% two-year sales growth, increasing growth in recent quarters, and a 14% operating margin, along with a record revenue backlog.
“The company has grown its sales at a 26% two-year Pace with growth increasing in the recent quarters and a 14% margin for that admission into the rule of 40 club”