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Q1 Earnings commentary with Maj Soueidan
A recording from Sebastian's live video
May 23
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Sebastian
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Maj Soueidan
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Q1 Earnings commentary with Maj Soueidan
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3
1:13:59
Site Visits in Chicago: Meeting with Innovative Food Holdings (IVFH) & Ascent Industries (ACNT)
Disclaimer: This is not investment advice and meant for entertainment purposes only, I hold a position in the discussed company and therefore may be…
May 4
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Sebastian
8
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Site Visits in Chicago: Meeting with Innovative Food Holdings (IVFH) & Ascent Industries (ACNT)
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Koil Energy (KLNG) Site Visit: What I Learned About This Subsea Services Company
From shop floor to management sit-downs, a firsthand look at how this niche operator is executing quietly in the subsea services market.
Apr 29
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Sebastian
14
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Koil Energy (KLNG) Site Visit: What I Learned About This Subsea Services Company
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Q1 Portfolio Update: Reflections on -2% YTD
Down but still ahead of the MSCI World
Apr 1
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Sebastian
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Q1 Portfolio Update: Reflections on -2% YTD
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January Earnings Update: Five Companies Reviewed
Five companies released their earnings in January —here’s my take on the results
Jan 31
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Sebastian
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January Earnings Update: Five Companies Reviewed
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Reflecting on a +123% Year: Lessons from 2024
What I learned from an extraordinary year
Jan 1
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Sebastian
25
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Reflecting on a +123% Year: Lessons from 2024
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Earnings Season Commentary with Maj Soueidan - November 2024
A recording from Sebastian's live video
Nov 21, 2024
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Sebastian
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Maj Soueidan
18
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Earnings Season Commentary with Maj Soueidan - November 2024
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6
1:53:46
November Update on profiled companies - Part two
This time we are looking at IVFH and CPH.TO
Nov 14, 2024
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Sebastian
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November Update on profiled companies - Part two
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November Update on profiled companies - Part one
The earnings season for microcaps has now started, so you will get updates on all profiled companies that report this month on this blog.
Nov 4, 2024
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Sebastian
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November Update on profiled companies - Part one
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Q3 Portfolio Update: Reflections on +88.5% YTD
A turbulent quarter ends on a high
Sep 30, 2024
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Sebastian
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Q3 Portfolio Update: Reflections on +88.5% YTD
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Updates on IVFH and SGRP
Earnings commentary on their Q2 results
Aug 14, 2024
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Sebastian
6
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Updates on IVFH and SGRP
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Updates on the last two profiled companies
In the first six weeks of the paid version of this blog, a lot has happened.
Aug 6, 2024
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Sebastian
11
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Updates on the last two profiled companies
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