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The Mikro Kap

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Sector Small Cap
Content Type Analysis
Website Substack
Paywall No

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Content

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The Mikro Kap
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Pilot

Jan. 15, 2025, 9:05 a.m.

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The Mikro Kap
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First To The Finish Line

Jan. 10, 2025, 2:28 p.m.

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A Historical Day

Jan. 6, 2025, 5:57 p.m.

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The Mikro Kap
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Christmas Portfolio Update

Dec. 13, 2024, 12:25 p.m.

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The Mikro Kap
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The Mikro Kap

Dec. 11, 2024, 3:46 p.m.

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The Mikro Kap
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Playing With Fire

Dec. 2, 2024, 6:30 p.m.

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The Mikro Kap
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The Holy Trinity of Banking

Nov. 20, 2024, 10:22 a.m.

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The Mikro Kap
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Off The Beaten Path Investing

Nov. 14, 2024, 11:15 a.m.

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The Mikro Kap
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Cannibal ante portas

Oct. 31, 2024, 12:59 p.m.

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The Mikro Kap
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Profit by Design

Oct. 24, 2024, 3:17 p.m.

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The Mikro Kap
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Chaos Is A Ladder

Oct. 13, 2024, 4:11 p.m.

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Give Credit Where Credit Is Due: a deep report on Credit Bureau Asia, $TCU.SI

Sept. 29, 2024, 2:42 p.m.

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Groundbreaking Research: $MSV.AX, Mitchell Services UPDATE

Sept. 12, 2024, 1:23 p.m.

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

Sept. 7, 2024, 2:43 p.m.

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End of Summer Portfolio Update: 16% YTD

Aug. 22, 2024, 5:11 p.m.

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

July 15, 2024, 5:19 p.m.

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

May 28, 2024, 2:57 p.m.

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Inside Specialty Chemicals: DGL Group, $DGL.AX

May 8, 2024, 4:37 p.m.

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Serial HVACquirer: $LDB.MI scuttlebutt notes

April 22, 2024, 10:49 p.m.

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Cardonomics: $CARD.L investment thesis

April 9, 2024, 4:47 p.m.

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Dear COVID Darling: Articore Group, $ATG.AX

March 6, 2024, 5:14 p.m.

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Before-Merger Arbitrage: Reporting back to Buffett, $PARA

Jan. 25, 2024, 4:03 p.m.

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In medias res: $RCS.MI $BHU.SI $LDB.MI $CARD.L $VNO $8881

Jan. 13, 2024, 12:08 p.m.

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Self-reflections: +29% in 2023

Jan. 10, 2024, 8:16 p.m.

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Dream Within a Dream: Lindbergh SpA, $LDB.MI investment thesis

Oct. 21, 2023, 12:03 p.m.

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