LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
HAV Group
Nov. 25, 2023, 5:23 p.m.
IT roadkill, special situation?: Micro Caps in 10 minutes #10
July 2, 2023, 11:27 a.m.
Weekly insiders #3: 06/03/23 - 10/03/23
March 14, 2023, 10:01 a.m.
Portfolio and offshore: Micro Caps in 10 minutes #9
March 12, 2023, 10:06 a.m.
Weekly Insiders #2: Insider purchases, buybacks and M&A - 27/02/23 - 05/03/23
March 8, 2023, 10:01 a.m.
Weekly Insiders #1 : Insider purchases, buybacks and M&A - 19/02/23 - 26/02/23
Feb. 28, 2023, 8:58 p.m.
Deconsolidating losses 2: #Micro Caps in 10 minutes #8
Feb. 24, 2023, 2:12 p.m.
Deconsolidating losses.: The Micro Investor #7
Feb. 5, 2023, 5:16 p.m.
January 2023 portfolio (plus other news): Micro Caps in 10 minutes #6
Jan. 21, 2023, 1 p.m.
Blue lasers, red flags: Micro Caps in 10 minutes #5
Jan. 8, 2023, 10:59 a.m.
The Sun Factory (plus others): Micro Caps in 10 minutes #4
Dec. 23, 2022, 10 a.m.
Security guards and polish software: Micro Caps in 10 minutes #2
Dec. 9, 2022, 11:01 a.m.
Roofs and boats: Micro Caps in 10 minutes #2
Nov. 25, 2022, 10:01 a.m.
Taxes and repairs: Micro Caps in 10 minutes
Nov. 11, 2022, 5:01 p.m.
Sebino | Fire and Security: Fire protection, maintenance and security. Possibility of roll up model. P/E 8. High ROCE, capital light.
Oct. 10, 2022, 3:28 p.m.
Leatt. The Science of Thrill: Protective gear retailer, at compelling valuation, capitalizing on decade long brand and reputation.
Oct. 10, 2022, 2:52 p.m.
Micro cap: Makolab. IT engineering at P/E 8 (150% upside): High potential with margin recovery but client concentration
Oct. 7, 2022, 6:25 p.m.
Research | LSI Software. Hospitality and cinemas: Stable business with some growth and optionality.
Oct. 5, 2022, 5:41 a.m.
Coming soon: This is The Micro Investor, a newsletter about Research of unknown and illiquid micro cap opportunities.
Oct. 3, 2022, 8:32 p.m.