Treasure Hunting | Sebastian | Substack

Q4 2025 Earnings Preview: What to Watch

What to expect from the upcoming earnings season for the eleven profiled companies

6 hrs ago • Sebastian

A $622M Divestiture, a Venezuelan License, and Three Earnings Updates

Five portfolio names. Both January theses played out. Here's what comes next.

Feb 22 • Sebastian

The Great Rotation: Long Live the Old Economy — Weekly Treasure Hunt #04

Tech is bleeding capital. Here's where it's landing

Feb 15 • Sebastian

Do You Want to Be Right or Do You Want to Make Money?

The reason I’m writing this article is because I wanted to be right more than I wanted to make money. At least that’s what caused my 2025 to suck. And…

Feb 8 • Sebastian

My Biggest Position: A Monopoly Priced for Failure

~70% upside in a conservative deleveraging case. 150%+ if execution improves. Segment sale optionality on top.

Feb 5 • Sebastian

Most Popular

My current best idea: Innovation Food Holdings (IVFH)

Feb 18, 2024 • Sebastian

50% sustainable revenue growth for ~12x 2025 earnings

Jan 7, 2025 • Sebastian

Q3 Portfolio Update: Reflections on +88.5% YTD

Sep 30, 2024 • Sebastian

Reflecting on a +123% Year: Lessons from 2024

Jan 1, 2025 • Sebastian

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Recent posts

Portfolio update January 2026 (Paid Subscribers only)

Watch now | Buys and sells from January

Feb 1 • Sebastian

30:24

Is the Oil Sector a buy now? —Weekly Treasure Hunt #03

Hunting for value in the last lagging commodity

Jan 25 • Sebastian

Special Situation: A Spin-Off the Market Isn’t Pricing In

Great asset hidden in a messy structure. 90–180% SOTP upside (conservative case)

Jan 20 • Sebastian

Trainwreck or contrarian buy? —Weekly Treasure Hunt #02

Hunting for value in "ugly" charts, tracking insider buys, and diving into a market leader with a new CEO.

Jan 18 • Sebastian

Weekly Treasure Hunt #01—January 12th, 2026

5 beaten-down names, standout earnings, and a highlight from my watchlist

Jan 12 • Sebastian

Quick Idea: An Overlooked Low-Downside, High-Upside Play on Venezuelan Oil

A Small-Cap Positioned to Win from Venezuela's Reopening

Jan 5 • Sebastian

Treasure Hunting

Treasure Hunting

Researching overlooked and undervalued Microcaps

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Kreuzmann’s Ideas

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Microcap Investing Cliff Notes

MS Microcaps LLC

Capital Employed

Capital Employed

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