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5 Microcaps in 5 Minutes
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Special Situation: A Spin-Off the Market Isn’t Pricing In
Great asset hidden in a messy structure. 90–180% SOTP upside (conservative case)
 • Sebastian
Quick Idea: An Overlooked Low-Downside, High-Upside Play on Venezuelan Oil
A Small-Cap Positioned to Win from Venezuela's Reopening
 • Sebastian
Sanara MedTech (SMTI): Broken Growth Story or Buying Opportunity?
90%+ gross margin business trading at historical lows
 • Sebastian
Trading at 7x Estimated Earnings Post-Restructuring
Clear Q3 catalyst as earnings power becomes visible in the numbers
 • Sebastian
Diagnostics company with 20%+ topline growth hits inflection point
After years of dilution, the company has turned adjusted EBITDA positive, with operating leverage ahead.
 • Sebastian
An Overlooked Razor-Razorblade Model at 7× Free Cash Flow
High-margin royalties, niche tech
 • Sebastian
A big catalyst has the potential to double revenue and triple EBITDA...
all while trading at merely 5x EV/EBITDA
 • Sebastian
50% sustainable revenue growth for ~12x 2025 earnings
A growth story that was hidden by a bad cap structure. Until recently.
 • Sebastian
A bad company/good company setup - led by new management
Buying an improving business at a cyclical low
 • Sebastian
A boring microcap at an inflection point
After years of stagnant earnings, this company is now positioned for growth
 • Sebastian
The best days of Cipher ($CPH.TO) are still ahead
After this game-changing acquisition, I see another 200% upside
 • Sebastian
My current best idea: Innovation Food Holdings (IVFH)
5x EV/EBITDA for an asset-light business after restructuring
 • Sebastian
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