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Diagnostics company with 20%+ topline growth hits inflection point
After years of dilution, the company has turned adjusted EBITDA positive, with operating leverage ahead.
13 hrs ago
•
Sebastian
10
August 2025
Q2 Earnings Commentary with Maj Soueidan
A recording from Sebastian's live video
Aug 26
•
Sebastian
and
Maj Soueidan
16
1:35:06
Earnings Update: August 2025 (Part 2)
My take on the Q2 earnings from the profiled companies
Aug 20
•
Sebastian
19
Earnings Update: August 2025 (Part 1)
My take on the Q2 earnings from the profiled companies
Aug 18
•
Sebastian
22
July 2025
Finseta plc (FIN.L) — Masked Profitability Presents a Buying Opportunity
An old write-up revisited and updated
Jul 29
•
Sebastian
12
6
Half-year 2025 update, reflections on -8.5%
Not a good year so far
Jul 1
•
Sebastian
19
2
June 2025
An Overlooked Razor-Razorblade Model at 7× Free Cash Flow
High-margin royalties, niche tech
Jun 26
•
Sebastian
23
8
May 2025
Q1 Earnings commentary with Maj Soueidan
A recording from Sebastian's live video
May 23
•
Sebastian
and
Maj Soueidan
16
3
1:13:59
Two Q1 Outperformers I’ve Added to the Portfolio
Both firms reported stronger fundamentals yet still trade on single-digit earnings multiples.
May 20
•
Sebastian
13
3
The Power of Being Early: A Microcap Case Study
Why understanding the “discovery cycle” is still the greatest edge for retail investors
May 18
•
Sebastian
44
1
Site Visits in Chicago: Meeting with Innovative Food Holdings (IVFH) & Ascent Industries (ACNT)
Disclaimer: This is not investment advice and meant for entertainment purposes only, I hold a position in the discussed company and therefore may be…
May 4
•
Sebastian
10
April 2025
Koil Energy (KLNG) Site Visit: What I Learned About This Subsea Services Company
From shop floor to management sit-downs, a firsthand look at how this niche operator is executing quietly in the subsea services market.
Apr 29
•
Sebastian
15
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