Sitemap - 2025 - Treasure Hunting
Half-year 2025 update, reflections on -8.5%
An Overlooked Razor-Razorblade Model at 7× Free Cash Flow
Q1 Earnings commentary with Maj Soueidan
Two Q1 Outperformers I’ve Added to the Portfolio
The Power of Being Early: A Microcap Case Study
Site Visits in Chicago: Meeting with Innovative Food Holdings (IVFH) & Ascent Industries (ACNT)
Koil Energy (KLNG) Site Visit: What I Learned About This Subsea Services Company
5 Microcaps in 5 Minutes — Planet MircoCap Showcase Edition
Q1 Portfolio Update: Reflections on -2% YTD
UK-listed Microcap: 25% EPS growth for 7x EV/EBIT
4 interesting stocks from my watchlist
The Balancing Act: How Confidence Shapes Success in Investing
A big catalyst has the potential to double revenue and triple EBITDA...
January Earnings Update: Five Companies Reviewed