2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Finseta plc (FIN.L) — Masked Profitability Presents a Buying Opportunity
July 29, 2025, 3:31 p.m.
Half-year 2025 update, reflections on -8.5%
July 1, 2025, 10:41 a.m.
An Overlooked Razor-Razorblade Model at 7× Free Cash Flow
June 26, 2025, 11:30 a.m.
Q1 Earnings commentary with Maj Soueidan
May 23, 2025, 10:30 a.m.
Two Q1 Outperformers I’ve Added to the Portfolio
May 20, 2025, 11:29 a.m.
The Power of Being Early: A Microcap Case Study
May 18, 2025, 4:01 p.m.
Site Visits in Chicago: Meeting with Innovative Food Holdings (IVFH) & Ascent Industries (ACNT)
May 4, 2025, 2:52 p.m.
Koil Energy (KLNG) Site Visit: What I Learned About This Subsea Services Company
April 29, 2025, 11:30 a.m.
5 Microcaps in 5 Minutes — Planet MircoCap Showcase Edition
April 27, 2025, 3:11 p.m.
Q1 Portfolio Update: Reflections on -2% YTD
April 1, 2025, 10:06 a.m.
UK-listed Microcap: 25% EPS growth for 7x EV/EBIT
March 25, 2025, 12:04 p.m.
The Issue with Cheap Stocks
March 21, 2025, 9:25 a.m.
4 interesting stocks from my watchlist
March 14, 2025, 10:51 a.m.
The Balancing Act: How Confidence Shapes Success in Investing
Feb. 25, 2025, 11:58 a.m.
A big catalyst has the potential to double revenue and triple EBITDA...
Feb. 4, 2025, 12:31 p.m.
January Earnings Update: Five Companies Reviewed
Jan. 31, 2025, 1:22 p.m.
5 Microcaps in 5 Minutes (#6)
Jan. 24, 2025, 1:45 p.m.
50% sustainable revenue growth for ~12x 2025 earnings
Jan. 7, 2025, 12:31 p.m.
Reflecting on a +123% Year: Lessons from 2024
Jan. 1, 2025, 3:02 p.m.
Navigating Business Cycles
Dec. 8, 2024, 3:11 p.m.
Portfolio
Dec. 2, 2024, 2:14 p.m.
A bad company/good company setup - led by new management
Dec. 1, 2024, 3:02 p.m.
Earnings Season Commentary with Maj Soueidan - November 2024
Nov. 21, 2024, 7:09 p.m.
November Update on profiled companies - Part two
Nov. 14, 2024, 2:43 p.m.
November Update on profiled companies - Part one
Nov. 4, 2024, 10:42 p.m.