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The Mikro Kap

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Summary

Sector Small Cap
Content Type Analysis
Website Substack
Paywall No

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Spring Cleaning

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Under The Hood

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The Inevitable Force of Consolidation

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Best Kept Secret

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1x1

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Pilot

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First To The Finish Line

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A Historical Day

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Christmas Portfolio Update

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The Mikro Kap

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Playing With Fire

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The Holy Trinity of Banking

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Off The Beaten Path Investing

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Cannibal ante portas

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Profit by Design

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Chaos Is A Ladder

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Groundbreaking Research: $MSV.AX, Mitchell Services UPDATE

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This is not a drill: digging into $MSV.AX, Mitchell Services

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End of Summer Portfolio Update: 16% YTD

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Orange Is the New Black: a juicy deep dive on Alico, $ALCO

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The customer is always right: $LDB.MI maintenance due diligence

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Inside Specialty Chemicals: DGL Group, $DGL.AX

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Serial HVACquirer: $LDB.MI scuttlebutt notes

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