Sitemap - 2025 - Treasure Hunting

Sanara MedTech (SMTI): Broken Growth Story or Buying Opportunity?

Q3 Earnings Season Commentary with Maj Soueidan

Q3 2025 Earnings Preview: What to Watch

Trading at 7x Estimated Earnings Post-Restructuring

How a “High-Probability Insight” Resulted in Buffett’s Best Investment…

Q3 2025 Portfolio Update: Reflections on -7.3% YTD

A conversation with Erik Wiik — CEO of Koil Energy (KLNG)

Diagnostics company with 20%+ topline growth hits inflection point

Q2 Earnings Commentary with Maj Soueidan

Earnings Update: August 2025 (Part 2)

Earnings Update: August 2025 (Part 1)

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

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

The Issue with Cheap Stocks

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

5 Microcaps in 5 Minutes (#6)

50% sustainable revenue growth for ~12x 2025 earnings

Reflecting on a +123% Year: Lessons from 2024