How we map markets for investors—a Supremex case study

This week, we're sharing something different: a look at our commercial work with investors.

David Diranko is the Founder and Chief Investment Officer of Diranko Capital, an investment boutique focused on managing a concentrated portfolio of globally sourced and deeply researched small-cap companies trading at significant discounts to their intrinsic value. He is also the author of Contrarian Cashflows, an investment research service offering in-depth analysis and proprietary insights into overlooked opportunities within the global small-cap universe. We at Boundless Discovery are habitual readers of Contrarian Cashflows and highly recommend you check it out.

We partnered with David to map the competitive landscape for Supremex, a Canadian envelope and packaging manufacturer. Our work included facility mapping and client relationship analysis across North America.

Most of our commercial work stays confidential, but David's Supremex analysis is available on Contrarian Cashflows—giving you a look at how our market intelligence feeds into his deep-value research → HERE

For investors and operators: If you need a rapid and comprehensive market map for an investment thesis or strategic decision, we do this work commercially. Reply with the market you want mapped and why—we'll let you know if we're a fit.

We'll be sending out a new-look Boundless analysis soon—we're investigating the compound semiconductor industry, a little-discussed pillar of the modern economy. Stay tuned!