Archive - Treasure Hunting

A big catalyst has the potential to double revenue and triple EBITDA...

all while trading at merely 5x EV/EBITDA

Feb 4 •

January 2025

January Earnings Update: Five Companies Reviewed

Five companies released their earnings in January —here’s my take on the results

Jan 31 •

5 Microcaps in 5 Minutes (#6)

Microcaps worth a closer look. Edition January 2025.

Jan 24 •

50% sustainable revenue growth for ~12x 2025 earnings

A growth story that was hidden by a bad cap structure. Until recently.

Jan 7 •

Reflecting on a +123% Year: Lessons from 2024

What I learned from an extraordinary year

Jan 1 •

December 2024

Navigating Business Cycles

Are we traders or investors?

Dec 8, 2024 •

An overview over my portfolio and all write-ups

Dec 2, 2024 •

A bad company/good company setup - led by new management

Buying an improving business at a cyclical low

Dec 1, 2024 •

November 2024

October 2024

How to learn and evolve as an investor

Lessons from Racing applied to Investing

Oct 27, 2024 •

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