Strong Business Attributes Position Mama’s Creations (MAMA) for Strong Growth

Core Insights - Immersion Investment Partners achieved a net return of 4.9% in Q4 2025, outperforming the Russell 2000 Index's return of 2.2% and the Russell Microcap Index's gain of 6.3% [1] - The yearly return for Immersion Investment Partners was 45.4%, significantly higher than the Russell 2000 Index's 12.8% and the Russell Microcap Index's 23.0% [1] - The firm expressed concerns about energy demands and unclear monetization paths in the context of massive investments in AI, indicating potential investment opportunities for companies with innovative business models [1] Company Focus: Mama's Creations, Inc. - Mama's Creations, Inc. (NASDAQ:MAMA) reported a stock price of $15.38 per share as of February 3, 2026, with a 22.06% return in the past month and a 97.69% increase over the past twelve months [2] - The company has a market capitalization of $625.248 million [2] - In Q3 fiscal results, Mama's Creations, Inc. achieved net sales growth of 50% to $47.3 million, exceeding consensus expectations of $43.2 million, driven by a recent acquisition and 18% organic sales growth [3] - The acquisition of Crown contributed $10 million in revenue during the quarter, with nearly 15 of the 18 percentage points of growth attributed to volume [3] - The integration of Crown has been described as seamless, with gross margins at 23.6% compared to a consensus of 21.9%, and EBITDA margins at 8% versus a consensus of 6.1% [3] - The company generated $3.8 million in adjusted EBITDA, up from $1.74 million a year ago, and $3.7 million in free cash flow compared to a $1.9 million outflow in the previous year [3]