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October 2024

How to learn and evolve as an investor
Lessons from Racing applied to Investing
 • 
Sebastian
4
Ahead of the herd: Spotting a Transformation into a Growth Company early
An unprofitable, cyclical company today, but with a strategy for expansion, it has the potential to transform into a high-margin, recurring revenue…
 • 
Sebastian
12
The Sweet Illusion of Insider Ownership and What Really Matters
Looking Beyond the Sugar to Discover the True Ingredients of Successful Returns
 • 
Sebastian
4

September 2024

Q3 Portfolio Update: Reflections on +88.5% YTD
A turbulent quarter ends on a high
 • 
Sebastian
A boring microcap at an inflection point
After years of stagnant earnings, this company is now positioned for growth
 • 
Sebastian
3
5 Microcaps in 5 Minutes (#5)
I present five interesting Microcaps, worth a further look
 • 
Sebastian
4

August 2024

Updates on IVFH and SGRP
Earnings commentary on their Q2 results
 • 
Sebastian
2
Updates on the last two profiled companies
In the first six weeks of the paid version of this blog, a lot has happened.
 • 
Sebastian
1

July 2024

The best days of Cipher ($CPH.TO) are still ahead
After this game-changing acquisition, I see another 200% upside
 • 
Sebastian
Picks-and-shovel play for a growing Energy sub-segment at a run-rate P/E of 5
A well known value fund is among the biggest shareholders
 • 
Sebastian
Interview with Bill Bennett - CEO of IVFH
Disclaimer: This is not investment advice and meant for entertainment purposes only, I hold a position in the discussed company and therefore may be…
 • 
Sebastian
30:22
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