Fishing For Ideas – Investor Summit March 2026 Conference
Including a new hold of ours
The first rule of fishing is to fish where the fish are. – Charlie Munger
We are always fishing for new investing ideas, and one source of ideas is conferences. A virtual conference we have attended several times now is Investor Summit. We have found that they have do a good job of curating an interesting group of companies to look into, or at least to learn about what is happening in various industries.
They just held a virtual Summit this March and we have put together an overview of the companies that attended, including the one we now own after humming and hawing for a year.
If you would like to watch the presentations, recordings are available by requesting access: https://investorsummitgroup.com/
Let’s get into it!
Disclaimer - The content contained in this blog represents the opinions of contributors. You should assume contributors have positions in the securities discussed, whether long, short, or somewhere in between, and that this creates an obvious bias and conflict of interest regarding the objectivity of this blog. Statements in the blog are not guarantees of future performance whatsoever and are subject to certain risks, uncertain risks, and other factors. Information might also be completely out of date and may or may not be updated. In addition, no one guarantees the accuracy of any information provided and none of the information should be construed as investment advice or any other kind of advice under any circumstance, and the blog is a blog and not a registered investment advisor or broker in any jurisdiction. Frankly, no information here should be used for any purpose, except for entertainment (and we hope you enjoy).
Amaze Holdings, Inc. (NYSE: AMZE)
Amaze is an end-to-end, creator-powered commerce platform that helps creators and small brands design products, run storefronts, process payments, and fulfill/deliver goods and digital offerings.
The real story is the corporate transformation from Fresh Vine Wine into Amaze via the Amaze Software transaction and rebrand (March 2025), shifting the story from consumer alcohol to creator-commerce software. More recently, they completed an ATM and an equity line to raise capital and negotiate paydowns/settlements across payables and debt (including convertible-related clean-up).
No position. It is an interesting turnaround and might be worth digging into for those with more experience in this area.
CanCambria Energy Corp. (TSXV: CCEC)
One secondary affect of the Ukraine/Russia war is a renewed interest in energy independence by governments, including Hungary. This region was drilled decades ago and has received little interest since until recently. CanCambria is an early-stage upstream company focused on oil and gas exploration/appraisal in Hungary, centered on the Kiskunhalas concession and its tight-gas potential.
Recently, CanCambria has completed their permitting/development readiness via submission of a Technical Operating Plan and subsequently announced approval of that plan for the concession area. The Company is actively drilling and seeking a joint venture.
No position. We are watching with key events being drilling results and confirming a JV partner. This is one of the few investing opportunities available for small cap European natural gas exposure.
Cerrado Gold Inc. (TSXV: CERT)
Cerrado is a precious-metals producer with its cash-flow being driven by their Minera Don Nicolas (MDN) gold operation in Santa Cruz, Argentina, funding the development of two new assets. In addition to MDN, Cerrado controls the Lagoa Salgada VMS project in Portugal (via the Ascendant combination) and has been advancing the Mont Sorcier high-grade direct-reduction iron project in Quebec as a longer-dated optionality lever. The investment case typically balances near-term operational delivery at MDN with permitting/financing and study milestones across the development portfolio.
Cerrado is a junior that is really three separate projects, but only getting credit for a bit less than one of them. They are using free cash flow and creative financing to fully support the development of their two other projects while re-evaluating their cash flow engine.
New hold. We are long. See our next article coming this weekend!
Comstock Holding Companies, Inc. (NASDAQ: CHCI)
Comstock is an asset-light real estate development and management company focused on mixed-use and transit-oriented properties primarily in the Washington, D.C. metro area. It generates revenue largely from real estate services—asset management, property management, leasing, and related fees—rather than taking large balance-sheet development risk, and it has recently expanded into an ancillary parking services business branded ParkX.
This company is neat. Originally it was a home builder, but converted to a development and property management company beginning around 2018. At first it was managing properties of the key founders that are held in a separate private entity, it is now growing into 3rd party management and has built over $2 billion in projects.
No position. We are watching and learning more about it.
Else Nutrition Holdings Inc. (TSX: BABY)
Else Nutrition sells plant-based nutrition products targeted at babies/toddlers/kids, with a focus on “clean label” positioning (dairy- and soy-free) and a mix of powders and ready-to-drink formats. Commercial traction is tied to retail distribution and repeat consumption in core kid/toddler nutrition categories; the company also positions itself around broader regulatory and scientific developments relevant to infant/toddler nutrition standards. End markets are primarily parents/caregivers shopping in retail and e-commerce channels.
Else has is working on a company-wide operational transformation (cost reduction, supply-chain and manufacturing efficiency, and tighter marketing prioritization), highlighted expanded U.S. retail placement for kids ready-to-drink shakes, and announced a CFO appointment and plans for a Canadian market relaunch in 2026. It has also pointed to FDA-related regulatory progress on infant formula protein standards as a potential tailwind.
No position.
Forum Energy Technologies, Inc. (NYSE: FET)
This was a particularly annoying company to get an update on, because we looked at them about a year ago and did not purchase (our fault). Congratulations to shareholders on their almost 200% return over the past year.
Forum Energy Technologies is an oilfield products and services company serving upstream operators and service companies, with offerings spanning drilling/completions equipment and consumables and production/downhole/artificial-lift-related products. It reports in two main segments: Drilling and Completions (including products for drilling, subsea/coiled tubing/wireline/stimulation-related markets) and Artificial Lift and Downhole (production and downhole-focused equipment). Revenue is levered to global E&P activity levels, service intensity, and the cycle in completion/production spending.
No position, though we continue to evaluate.
HeartSciences Inc. (NASDAQ: HSCS)
HeartSciences is a med-tech company applying AI to ECGs/EKGs, built around its MyoVista® wavECG™ (a resting 12-lead ECG device intended to integrate conventional ECG with additional AI-derived diagnostic information) and a device-agnostic, cloud-based software platform for hosting AI-ECG algorithms (MyoVista Insights Cloud Platform). The goal is to improve frontline cardiac screening with monetization expected to come from device placements plus software/algorithm usage over time.
Recent milestones have been regulatory-path progress and balance-sheet actions typical for a pre-revenue med-tech. HeartSciences reported fiscal 2025 updates including capital raised through its Reg A+ offering and debt conversion, and then announced its FDA submission for the MyoVista wavECG device.
No position.
Monumental Energy Corp. (TSXV:MNRG)
No historical summary. Effectively start up.
Another neat company resulting from the realization that the world still needs energy. New Zealand recently reversed its effective moratorium on energy development as they realized they might not want to be totally dependent on energy imports and Monumental is aiming to be part of the restart. It is a small-cap resource company with exposure to New Zealand oil & gas workovers/royalties via agreements and also has a lithium project in Chile.
Recently the Company announced initial commercial production at Waihapa H1 and subsequently reported initial flush production and stabilization.
No position. Will be interesting to follow.
Nano-X Imaging Ltd. (NASDAQ: NNOX)
Nanox is a medical imaging company commercializing the Nanox.ARC multi-source digital tomosynthesis X-ray system alongside a cloud software stack and adjacent service lines. Revenue has included teleradiology services, sale/deployment of imaging systems / OEM services, and AI solutions, reflecting a hybrid of hardware, services, and software. The strategic pitch is lowering the total cost of advanced imaging access and scaling deployments via channel partners and service infrastructure.
No position.
Nautilus Biotechnology, Inc. (NASDAQ: NAUT)
Nautilus is a pre-commercial life-sciences tools company developing a single-molecule proteome analysis platform.
No position.
NeoVolta Inc. (NASDAQ: NEOV)
NeoVolta sells battery energy storage systems (BESS) and related power electronics for residential (and increasingly commercial) energy resilience, typically paired with solar and installed via dealers/installers. The company generates revenue from product sales through its channel partners, with product expansion into inverters and larger-format storage aimed at broadening addressable demand beyond core residential backup.
The core thesis is the U.S. energy grid is aging and at a breaking point. The Big Beautiful Bill gave them the opportunity to set up a manufacturing JV with foreign partners. PotisEdge is a leading provider of batteries and LONGi is a major supplier of panels, removing technology risk. The goal is to build a U.S. made energy storage system with tailwinds from grid challenges, data center build outs, etc. It will be highly automated and online in 2027. Neovolta is the only capital provider (and the bill requires it to be a U.S. capital provider to access the tax equity benefits). $7MM funded in January, another $8MM in April, and final phase is $10MM, and they expect to use some equipment financing to support this.
No position. We are watching with the start up being a potential near-term inflection point.
Peraso Inc. (NASDAQCM: PRSO)
Peraso is a fabless semiconductor company focused on mmWave wireless devices and antenna modules, plus non-recurring engineering services and IP licensing. Its products target use cases such as fixed wireless access, tactical communications, and other high-bandwidth/low-latency links where mmWave performance matters, with revenue typically dependent on customer design wins and deployment cycles.
The revenue decline from 2024 to 2025 was due to the transition from their legacy memory business to mmWave devices. Fixed wireless is viewed as mature, but they are now working on defense (secure communication) and robo taxi (high volume data) opportunities while aiming to be breakeven in the near future.
No position. We are watching and flag as a potential beneficiary of increased defense spending.
Zeo Energy Corp. (NASDAQ: ZEO)
Zeo is a vertically integrated provider of residential solar solutions, spanning sales, design, procurement, installation, and maintenance, and it also offers adjacent energy-efficiency equipment and roofing services (with revenue commonly disaggregated into solar installations and roofing installations). The company is concentrated in regional U.S. markets and is exposed to consumer financing/credit availability, installation throughput, and unit economics (sales efficiency, install costs, and cancellations).
Recently, it completed the acquisition of Heliogen in August 2025, positioning the combined platform to expand beyond residential into longer-duration generation/storage and commercial/industrial opportunities.
No position.