Treasure Hunting

Q3 2025 Earnings Preview: What to Watch

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

Oct 27 • 

Sebastian

11

Trading at 7x Estimated Earnings Post-Restructuring

Clear Q3 catalyst as earnings power becomes visible in the numbers

Oct 26 • 

Sebastian

9

2

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

…and what we can learn from it

Oct 17 • 

Sebastian

17

2

September 2025

Q3 2025 Portfolio Update: Reflections on -7.3% YTD

Still not a good year

Sep 30 • 

Sebastian

26

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 • 

Sebastian

10

4

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 • 

Sebastian

12

August 2025

Q2 Earnings Commentary with Maj Soueidan

A recording from Sebastian's live video

Aug 26 • 

Sebastian

 and 

Maj Soueidan

20

1:35:06

Earnings Update: August 2025 (Part 2)

My take on the Q2 earnings from the profiled companies

Aug 20 • 

Sebastian

20

Earnings Update: August 2025 (Part 1)

My take on the Q2 earnings from the profiled companies

Aug 18 • 

Sebastian

23

July 2025

Finseta plc (FIN.L) — Masked Profitability Presents a Buying Opportunity

An old write-up revisited and updated

Jul 29 • 

Sebastian

13

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

24

8