Treasure Hunting

Portfolio Update: July 2026 + Q2 Earnings outlook

July was a decent month with an 4.49% return, bringing YTD returns to 61.83% in total.

Aug 2 • Sebastian Krog

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July 2026

RI(N)sing higher

A microcap that'll print cash as the RIN market tightens — and the street hasn't figured it out yet.

Jul 21 • Sebastian Krog

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Half-year 2026 update, reflections on +55%

My best half-year yet (but only just)

Jul 2 • Sebastian Krog

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June 2026

My story: two years as a full-time investor

A good year, I've learned, is one where I barely have any losers.

Jun 28 • Sebastian Krog

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Short-term inflection, long-term compounder?

5x EV/EBITDA, a record backlog, and an investor now steering capital allocation

Jun 21 • Sebastian Krog

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Portfolio Update: May 2026

I ended the month with +3.2%. Bringing YTD return to +21.4%, and overall returns since Jan 2023 to 175%, a 34.35% CAGR.

Jun 1 • Sebastian Krog

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May 2026

Q1 Earnings Update - Part II

Profits, pipelines, and a post-mortem

May 17 • Sebastian Krog

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Q1 Earnings Updates - Part I

Updates on ACNT, CPH.TO and many more

May 10 • Sebastian Krog

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Portfolio Update: April 2026

Nicely chugging along

May 3 • Sebastian Krog

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April 2026

Quick and timely idea: Positioned for a sale

Strategic Alts announced, offer on the table

Apr 22 • Sebastian Krog

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30% Levered FCF Yield but Bad Balance Sheet, Bad Business?

A closer look reveals a hidden oligopoly and a faster path to deleverage than the market thinks

Apr 16 • Sebastian Krog

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Q1 2026 Portfolio Update: Reflections on +9.1%

A good start to the year weaker market envirement

Apr 1 • Sebastian Krog

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