Guasty Winds Investment Ideas, Guasty Winds

Guasty Winds

Guasty Winds Investment Ideas

I am a full-time private investor, ex-L/S. I document my investment portfolio decisions and share my work here.

Equity Bottom-Up

Power Solutions International / Equity Bottom-Up

Power Solutions International, Inc. manufactures engines for off-highway industrial equipment.  The engines primarily operate on alternative fuels such as natural gas and propane.  The Company sells engines for stationary generators, oil and gas equipment, forklifts, aerial work platforms, industrial sweepers, arbor equipment, agricultural and turf equipment and other equipment.

<ul><li>I’ll keep this short and sweet because most people know the company. I have been following PSIX for a few years.</li><li>In fact, I first owned the stock when it was on the pink sheets.</li><li>Over the years, I’ve visited the company’s two manufacturing facilities in Wisconsin and spent a bit of time with management.</li></ul>

I’ll keep this short and sweet because most people know the company. I have been following PSIX for a few years.In fact, I first owned the stock when it was on the pink sheets.Over the years, I’ve visited the company’s two manufacturing facilities in Wisconsin and spent a bit of time with management.

Leatt Corporation has developed and distributes a prophylactic neck brace designed to prevent motor sport injuries to the cervical spine.

<ul><li>I recently bought a small position in LEAT. The name is probably familiar to MicroCap investors from the 2020/21 era. Liquidity is poor and it is OTC listed so it will remain small.</li><li>I don’t think that much needs to happen to retrace its $30 highs.</li><li>The 3Q earnings miss seems to have been a timing issue and I expect that 4Q25 will be strong with momentum continuing into 2026.</li></ul>

I recently bought a small position in LEAT. The name is probably familiar to MicroCap investors from the 2020/21 era. Liquidity is poor and it is OTC listed so it will remain small.I don’t think that much needs to happen to retrace its $30 highs.The 3Q earnings miss seems to have been a timing issue and I expect that 4Q25 will be strong with momentum continuing into 2026.

KVH Industries, Inc. designs and manufactures products that enable mobile communication, navigation, and direction sensing through the use of its proprietary in-motion satellite antenna and fiber optic technologies. KVH serves multiple markets, including military navigation and stabilization and mobile satellite communications for vessels, RV's, and automobiles.

<ul><li>KVH Industries is a Maritime Connectivity company.</li><li>It was originally an antenna manufacturer for legacy satellite communication systems and over time launched its own data plans to serve vessels directly.</li><li>These plans are called “Airtime.” KVH also owned various other naviagation, content and training assets which have been exited or sold in recent years.</li></ul>

KVH Industries is a Maritime Connectivity company.It was originally an antenna manufacturer for legacy satellite communication systems and over time launched its own data plans to serve vessels directly.These plans are called “Airtime.” KVH also owned various other naviagation, content and training assets which have been exited or sold in recent years.

KVH Industries (KVHI-US): Micro-Cap on the Cusp of a Huge Inflection

Civeo Corp provides remote site accommodations for the natural resource industry. The Company offers facility management, facility and wellsite rentals, offshore, laundry, and water and waste management services. Civeo serves customers in the United States, Canada, and Australia.

<ul><li>I recently bought a position in Civeo. Life as a public company has been nothing short of misery for Civeo shareholders.</li><li>However, I believe that the company is on the cusp of a potentially meaningful inflection in earnings and free cashflow.</li><li>Recent engagement from a well known activist has pushed management towards significant capital returns. </li></ul>

I recently bought a position in Civeo. Life as a public company has been nothing short of misery for Civeo shareholders.However, I believe that the company is on the cusp of a potentially meaningful inflection in earnings and free cashflow.Recent engagement from a well known activist has pushed management towards significant capital returns. 

ProPetro Holding Corp. operates as a holding company. The Company, through its subsidiaries, offers well drilling, stimulation, cementing, and coiled tubing services. ProPetro Holding serves customers in North America.

<ul><li>ProPetro is an oilfield services company. Their legacy business is tied to completions largely in the Permian; specifically, pressure pumping.</li><li>It’s a nasty business - capital intensive, competitive and highly cyclical.</li><li>The stock’s historic multiple of 4-5x EBITDA reflects that reality. It does, however, throw off a lot of cash.</li></ul>

ProPetro is an oilfield services company. Their legacy business is tied to completions largely in the Permian; specifically, pressure pumping.It’s a nasty business - capital intensive, competitive and highly cyclical.The stock’s historic multiple of 4-5x EBITDA reflects that reality. It does, however, throw off a lot of cash.