Q1 Portfolio Update: Reflections on -2% YTD

UK-listed Microcap: 25% EPS growth for 7x EV/EBIT

The Issue with Cheap Stocks

4 interesting stocks from my watchlist

The Balancing Act: How Confidence Shapes Success in Investing

A big catalyst has the potential to double revenue and triple EBITDA...

January Earnings Update: Five Companies Reviewed

5 Microcaps in 5 Minutes (#6)

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