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Earnings Update: August 2025 (Part 2)
My take on the Q2 earnings from the profiled companies
Aug 20
•
Sebastian
18
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Earnings Update: August 2025 (Part 2)
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Earnings Update: August 2025 (Part 1)
My take on the Q2 earnings from the profiled companies
Aug 18
•
Sebastian
22
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Earnings Update: August 2025 (Part 1)
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July 2025
Finseta plc (FIN.L) — Masked Profitability Presents a Buying Opportunity
An old write-up revisited and updated
Jul 29
•
Sebastian
12
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Finseta plc (FIN.L) — Masked Profitability Presents a Buying Opportunity
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6
Half-year 2025 update, reflections on -8.5%
Not a good year so far
Jul 1
•
Sebastian
19
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Half-year 2025 update, reflections on -8.5%
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2
June 2025
An Overlooked Razor-Razorblade Model at 7× Free Cash Flow
High-margin royalties, niche tech
Jun 26
•
Sebastian
23
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An Overlooked Razor-Razorblade Model at 7× Free Cash Flow
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8
May 2025
Q1 Earnings commentary with Maj Soueidan
A recording from Sebastian's live video
May 23
•
Sebastian
and
Maj Soueidan
16
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Q1 Earnings commentary with Maj Soueidan
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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
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Two Q1 Outperformers I’ve Added to the Portfolio
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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
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The Power of Being Early: A Microcap Case Study
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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
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Site Visits in Chicago: Meeting with Innovative Food Holdings (IVFH) & Ascent Industries (ACNT)
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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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Koil Energy (KLNG) Site Visit: What I Learned About This Subsea Services Company
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5 Microcaps in 5 Minutes — Planet MircoCap Showcase Edition
Highlighting some of the interesting companies that presented in Las Vegas
Apr 27
•
Sebastian
30
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5 Microcaps in 5 Minutes — Planet MircoCap Showcase Edition
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6
Q1 Portfolio Update: Reflections on -2% YTD
Down but still ahead of the MSCI World
Apr 1
•
Sebastian
12
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Q1 Portfolio Update: Reflections on -2% YTD
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1
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