Deep-Dives (closed)

Diagnostics company with 20%+ topline growth hits inflection point

After years of dilution, the company has turned adjusted EBITDA positive, with operating leverage ahead.

Sep 11, 2025 • Sebastian Krog

Two Q1 Outperformers I’ve Added to the Portfolio

Both firms reported stronger fundamentals yet still trade on single-digit earnings multiples.

May 20, 2025 • Sebastian Krog

UK-listed Microcap: 25% EPS growth for 7x EV/EBIT

Record order book + shift to recurring revenue

Mar 25, 2025 • Sebastian Krog

50% sustainable revenue growth for ~12x 2025 earnings

A growth story that was hidden by a bad cap structure. Until recently.

Jan 7, 2025 • Sebastian Krog

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…

Oct 20, 2024 • Sebastian Krog

A boring microcap at an inflection point

After years of stagnant earnings, this company is now positioned for growth

Sep 26, 2024 • Sebastian Krog

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

Jul 16, 2024 • Sebastian Krog

Off the beaten path company on the OTC trades at a P/E ratio of 4

Record Backlog within a growing industry

Jun 30, 2024 • Sebastian Krog

Spar Group (SGRP) trades at less than 3.5x EV/EBITDA with several potential catalysts

Former value traps unlocks value

Apr 28, 2024 • Sebastian Krog

Cornerstone FS: A multibagger in the making?

Tiny Currency Exchange company hits inflection point

Mar 20, 2024 • Sebastian Krog

My current best idea: Innovation Food Holdings (IVFH)

5x EV/EBITDA for an asset-light business after restructuring

Feb 18, 2024 • Sebastian Krog

Playmates Toys: Toy maker trades below Cash and less than 5x 2023 earnings

Playmates Toys(869.HK): An attractive opportunity for the shorter term

Nov 19, 2023 • Sebastian Krog

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