Treasure Hunting
Subscribe
Sign in
Home
Deep-Dives
Updates
Portfolio
5 Microcaps in 5 Minutes
General
Deep-Dives (closed)
Archive
Leaderboard
About
Latest
Top
Discussions
Finseta plc (FIN.L) — Masked Profitability Presents a Buying Opportunity
An old write-up revisited and updated
Jul 29
•
Sebastian
10
Share this post
Treasure Hunting
Finseta plc (FIN.L) — Masked Profitability Presents a Buying Opportunity
Copy link
Facebook
Email
Notes
More
2
Half-year 2025 update, reflections on -8.5%
Not a good year so far
Jul 1
•
Sebastian
17
Share this post
Treasure Hunting
Half-year 2025 update, reflections on -8.5%
Copy link
Facebook
Email
Notes
More
2
June 2025
An Overlooked Razor-Razorblade Model at 7× Free Cash Flow
High-margin royalties, niche tech
Jun 26
•
Sebastian
21
Share this post
Treasure Hunting
An Overlooked Razor-Razorblade Model at 7× Free Cash Flow
Copy link
Facebook
Email
Notes
More
8
May 2025
Q1 Earnings commentary with Maj Soueidan
A recording from Sebastian's live video
May 23
•
Sebastian
and
Maj Soueidan
16
Share this post
Treasure Hunting
Q1 Earnings commentary with Maj Soueidan
Copy link
Facebook
Email
Notes
More
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
Share this post
Treasure Hunting
Two Q1 Outperformers I’ve Added to the Portfolio
Copy link
Facebook
Email
Notes
More
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
42
Share this post
Treasure Hunting
The Power of Being Early: A Microcap Case Study
Copy link
Facebook
Email
Notes
More
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
9
Share this post
Treasure Hunting
Site Visits in Chicago: Meeting with Innovative Food Holdings (IVFH) & Ascent Industries (ACNT)
Copy link
Facebook
Email
Notes
More
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
Share this post
Treasure Hunting
Koil Energy (KLNG) Site Visit: What I Learned About This Subsea Services Company
Copy link
Facebook
Email
Notes
More
5 Microcaps in 5 Minutes — Planet MircoCap Showcase Edition
Highlighting some of the interesting companies that presented in Las Vegas
Apr 27
•
Sebastian
29
Share this post
Treasure Hunting
5 Microcaps in 5 Minutes — Planet MircoCap Showcase Edition
Copy link
Facebook
Email
Notes
More
6
Q1 Portfolio Update: Reflections on -2% YTD
Down but still ahead of the MSCI World
Apr 1
•
Sebastian
12
Share this post
Treasure Hunting
Q1 Portfolio Update: Reflections on -2% YTD
Copy link
Facebook
Email
Notes
More
1
March 2025
UK-listed Microcap: 25% EPS growth for 7x EV/EBIT
Record order book + shift to recurring revenue
Mar 25
•
Sebastian
9
Share this post
Treasure Hunting
UK-listed Microcap: 25% EPS growth for 7x EV/EBIT
Copy link
Facebook
Email
Notes
More
4
The Issue with Cheap Stocks
Why buying ‘cheap’ stocks can backfire—and what to look for instead.
Mar 21
•
Sebastian
47
Share this post
Treasure Hunting
The Issue with Cheap Stocks
Copy link
Facebook
Email
Notes
More
10
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
