Treasure Hunting

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

13

1

Reflecting on a -0.9% Year: Lessons from 2025

A year of two extremes, the Chinese Farmer, and what I'm changing for 2026

Jan 1 • Sebastian

27

1

December 2025

How I Turned a Three-Bagger Into a 50% Loss

A case study in behavioral finance and what happens when you can't admit you're wrong

Dec 21, 2025 • Sebastian

74

11

4

Sanara MedTech (SMTI): Broken Growth Story or Buying Opportunity?

90%+ gross margin business trading at historical lows

Dec 9, 2025 • Sebastian

29

3

November 2025

Q3 Earnings Season Commentary with Maj Soueidan

A recording from Sebastian's live video

Nov 26, 2025 • Sebastian and Maj Soueidan

26

3

2

1:30:29

October 2025

Q3 2025 Earnings Preview: What to Watch

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

Oct 27, 2025 • Sebastian

13

Trading at 7x Estimated Earnings Post-Restructuring

Clear Q3 catalyst as earnings power becomes visible in the numbers

Oct 26, 2025 • Sebastian

9

2

1

How a “High-Probability Insight” Resulted in Buffett’s Best Investment…

…and what we can learn from it

Oct 17, 2025 • Sebastian

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2

2

September 2025

Q3 2025 Portfolio Update: Reflections on -7.3% YTD

Still not a good year

Sep 30, 2025 • Sebastian

26

1

A conversation with Erik Wiik — CEO of Koil Energy (KLNG)

How Koil wins subsea work in Houston and plans to expand into Brazil.

Sep 22, 2025 • Sebastian

10

4

2

55:51

Diagnostics company with 20%+ topline growth hits inflection point

After years of dilution, the company has turned adjusted EBITDA positive, with operating leverage ahead.

Sep 11, 2025 • Sebastian

12

1

August 2025

Q2 Earnings Commentary with Maj Soueidan

A recording from Sebastian's live video

Aug 26, 2025 • Sebastian and Maj Soueidan

21

2

1

1:35:06