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Diagnostics company with 20%+ topline growth hits inflection point
After years of dilution, the company has turned adjusted EBITDA positive, with operating leverage ahead.
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Sebastian
An Overlooked Razor-Razorblade Model at 7× Free Cash Flow
High-margin royalties, niche tech
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Sebastian
8
Two Q1 Outperformers I’ve Added to the Portfolio
Both firms reported stronger fundamentals yet still trade on single-digit earnings multiples.
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Sebastian
3
UK-listed Microcap: 25% EPS growth for 7x EV/EBIT
Record order book + shift to recurring revenue
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Sebastian
4
A big catalyst has the potential to double revenue and triple EBITDA...
all while trading at merely 5x EV/EBITDA
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Sebastian
4
50% sustainable revenue growth for ~12x 2025 earnings
A growth story that was hidden by a bad cap structure. Until recently.
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Sebastian
14
A bad company/good company setup - led by new management
Buying an improving business at a cyclical low
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Sebastian
12
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…
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Sebastian
15
A boring microcap at an inflection point
After years of stagnant earnings, this company is now positioned for growth
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Sebastian
3
The best days of Cipher ($CPH.TO) are still ahead
After this game-changing acquisition, I see another 200% upside
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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
Cornerstone FS: A multibagger in the making?
Tiny Currency Exchange company hits inflection point
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Sebastian
16
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