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5 Microcaps in 5 Minutes
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Two Q1 Outperformers I’ve Added to the Portfolio
Both firms reported stronger fundamentals yet still trade on single-digit earnings multiples.
 • Sebastian
UK-listed Microcap: 25% EPS growth for 7x EV/EBIT
Record order book + shift to recurring revenue
 • Sebastian
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
Off the beaten path company on the OTC trades at a P/E ratio of 4
Record Backlog within a growing industry
 • Sebastian
Spar Group (SGRP) trades at less than 3.5x EV/EBITDA with several potential catalysts
Former value traps unlocks value
 • Sebastian
Cornerstone FS: A multibagger in the making?
Tiny Currency Exchange company hits inflection point
 • Sebastian
Playmates Toys: Toy maker trades below Cash and less than 5x 2023 earnings
Playmates Toys(869.HK): An attractive opportunity for the shorter term
 • Sebastian
Saga Furs: A net-net and soon monopolistic Business
Trading at 0.75x NCAV with a clear catalyst in 2025.
 • Sebastian
SHW AG: The market has just forgotten about this stock
Special Situation: ∼50% upside in a potential Squeeze-Out
 • Sebastian
LS Invest: Heads I win big, tail I win a little
Special Situation: German Small-Cap offers at least 50-100% upside, with little downside
 • Sebastian
Overlooked MicroCap: Parks! America ($PRKA)
Software-like margins protected by a local moat
 • Sebastian
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