50% sustainable revenue growth for ~12x 2025 earnings

Reflecting on a +123% Year: Lessons from 2024

Navigating Business Cycles

Portfolio

A bad company/good company setup - led by new management

Earnings Season Commentary with Maj Soueidan - November 2024

November Update on profiled companies - Part two

November Update on profiled companies - Part one

How to learn and evolve as an investor

Ahead of the herd: Spotting a Transformation into a Growth Company early

The Sweet Illusion of Insider Ownership and What Really Matters

Q3 Portfolio Update: Reflections on +88.5% YTD : A turbulent quarter ends on a high

A boring microcap at an inflection point: After years of stagnant earnings, this company is now positioned for growth

5 Microcaps in 5 Minutes (#5) : I present five interesting Microcaps, worth a further look

Updates on IVFH and SGRP: Earnings commentary on their Q2 results

Updates on the last two profiled companies: In the first six weeks of the paid version of this blog, a lot has happened.

The best days of Cipher ($CPH.TO) are still ahead : After this game-changing acquisition, I see another 200% upside

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

Interview with Bill Bennett - CEO of IVFH: Disclaimer: This is not investment advice and meant for entertainment purposes only, I hold a position in the discussed company and therefore may be biased in my opinion. Please be aware that this is an illiquid microcap, please only buy and sell with a limit-order.

Half-year 2024 review, reflections on +54.8%: An introduction into Inflection investing

Off the beaten path company on the OTC trades at a P/E ratio of 4: Record Backlog within a growing industry

I have something to sell you : Treasure Hunting is launching a paid version

5 Microcaps in 5 Minutes (#4) : I present five interesting Microcaps, worth a further look

Updates on IVFH, SGRP, CSFS.L &0869.HK: Commentary on the earnings of the profiled companies

Spar Group (SGRP) trades at less than 3.5x EV/EBITDA with several potential catalysts : Former value traps unlocks value