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Navigating Business Cycles
Are we traders or investors?
Dec 8
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Sebastian
17
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Navigating Business Cycles
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2
Portfolio
An overview over my portfolio and all write-ups
Dec 2
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Sebastian
13
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Portfolio
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9
A bad company/good company setup - led by new management
Buying an improving business at a cyclical low
Dec 1
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Sebastian
6
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A bad company/good company setup - led by new management
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November 2024
Earnings Season Commentary with Maj Soueidan - November 2024
A recording from Sebastian's live video
Nov 21
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Sebastian
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Maj Soueidan
17
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Earnings Season Commentary with Maj Soueidan - November 2024
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1:53:46
November Update on profiled companies - Part two
This time we are looking at IVFH and CPH.TO
Nov 14
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Sebastian
8
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November Update on profiled companies - Part two
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2
November Update on profiled companies - Part one
The earnings season for microcaps has now started, so you will get updates on all profiled companies that report this month on this blog.
Nov 4
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Sebastian
12
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November Update on profiled companies - Part one
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2
October 2024
How to learn and evolve as an investor
Lessons from Racing applied to Investing
Oct 27
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Sebastian
33
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How to learn and evolve as an investor
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4
Ahead of the herd: Spotting a Transformation into a Growth Company early
An unprofitable, cyclical company today, but with a strategy for expansion, it has the potential to transform into a high-margin, recurring revenue…
Oct 20
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Sebastian
16
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Ahead of the herd: Spotting a Transformation into a Growth Company early
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15
The Sweet Illusion of Insider Ownership and What Really Matters
Looking Beyond the Sugar to Discover the True Ingredients of Successful Returns
Oct 6
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Sebastian
64
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The Sweet Illusion of Insider Ownership and What Really Matters
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5
September 2024
Q3 Portfolio Update: Reflections on +88.5% YTD
A turbulent quarter ends on a high
Sep 30
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Sebastian
25
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Q3 Portfolio Update: Reflections on +88.5% YTD
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A boring microcap at an inflection point
After years of stagnant earnings, this company is now positioned for growth
Sep 26
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Sebastian
15
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A boring microcap at an inflection point
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3
5 Microcaps in 5 Minutes (#5)
I present five interesting Microcaps, worth a further look
Sep 11
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Sebastian
51
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5 Microcaps in 5 Minutes (#5)
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