Treasure Hunting

Diagnostics company with 20%+ topline growth hits inflection point

After years of dilution, the company has turned adjusted EBITDA positive, with operating leverage ahead.

Sep 11 • 

Sebastian

12

August 2025

Q2 Earnings Commentary with Maj Soueidan

A recording from Sebastian's live video

Aug 26 • 

Sebastian

 and 

Maj Soueidan

16

1:35:06

Earnings Update: August 2025 (Part 2)

My take on the Q2 earnings from the profiled companies

Aug 20 • 

Sebastian

19

Earnings Update: August 2025 (Part 1)

My take on the Q2 earnings from the profiled companies

Aug 18 • 

Sebastian

22

July 2025

Finseta plc (FIN.L) — Masked Profitability Presents a Buying Opportunity

An old write-up revisited and updated

Jul 29 • 

Sebastian

12

6

Half-year 2025 update, reflections on -8.5%

Not a good year so far

Jul 1 • 

Sebastian

19

2

June 2025

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

High-margin royalties, niche tech

Jun 26 • 

Sebastian

23

8

May 2025

Q1 Earnings commentary with Maj Soueidan

A recording from Sebastian's live video

May 23 • 

Sebastian

 and 

Maj Soueidan

16

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

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

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

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