Archive - Treasure Hunting

Half-year 2025 update, reflections on -8.5%

Not a good year so far

Jul 1 •

June 2025

An Overlooked Razor-Razorblade Model at 7× Free Cash Flow

High-margin royalties, niche tech

Jun 26 •

May 2025

Q1 Earnings commentary with Maj Soueidan

A recording from Sebastian's live video

May 23 •

and

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 •

The Power of Being Early: A Microcap Case Study

Why understanding the “discovery cycle” is still the greatest edge for retail investors

May 18 •

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 •

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 •

5 Microcaps in 5 Minutes — Planet MircoCap Showcase Edition

Highlighting some of the interesting companies that presented in Las Vegas

Apr 27 •

Q1 Portfolio Update: Reflections on -2% YTD

Down but still ahead of the MSCI World

Apr 1 •

March 2025

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts