A curated list of Swift's newsletters

Lantronix (NASDAQ: LTRX) — A Value Investor’s Memo

July 2026. Price ~$6.10. Shares outstanding 39.4M. Market cap ~$240M. Enterprise value ~$225M. Fiscal year ends June 30. ͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏   …