Good Thursday morning. Heads up; I’m scheduled to be on “Making Money” with Charles Payne today in the 2PM EST hour (Fox Business). Hope you can join us. 

Just back in late last night from a due diligence trip. Included in my meetings was a visit with CEO Peter Evans and the team from VRA 10-bagger Xtract One Tech (XTRAF), who are in Las Vegas attending the ISC West conference. I’ll have more to share soon but a quick story; while at The Sphere (a building marvel) in X1’s suite, I found myself in a circle that included the security heads from Madison Square Garden, Disney, the Chicago Bears and the Sphere. Each has either deployed X1’s weapons detection platform or is in the process of testing it out (all but the Bears have deployed). 

Here’s the takeaway from that conversation; these heads of security loves working with X1, including it’s unmatched tech and huge cost savings over outdated screening of metal detectors/wanding. It’s also clear that they see Evans as "the man”. He’...