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A Microcap Growing 100% a Year, Trading at 11x Earnings
I sorted through 10,000 microcaps to find this one.
Jun 28
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Celsius: The Next Monster? A 2026 Deep Dive
Global energy-drink retail sales and year-over-year growth; 2025E–2030E are estimates. Source: 2026 Pershing Square Challenge presentation on Celsius…
Jun 11
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Mercado Libre: Latin America's Compounding Machine 2026 Deep Dive
How MercadoLibre turned a regional vacuum into an $80 billion business — and what the next decade looks like
May 24
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Kaspi: A Fintech Monopoly Most Investors Have Never Heard Of (Part 2/2)
A $14 billion fintech monopoly growing 60% a year with a 10% dividend yield. The market is pricing it like a distressed bank. Part 2/2
Apr 23
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Kaspi: A Fintech Monopoly Most Investors Have Never Heard Of (Part 1/2)
A $14 billion fintech monopoly growing 60% a year with a 10% dividend yield. The market is pricing it like a distressed bank.
Apr 10
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Fannie Mae, Freddie Mac, Bag Holder Burry, and the Biggest Free Lunch in Washington
The full story behind Fannie Mae: the bailout, the bait and switch, Ackman's plan, Burry's bet, and why Washington may never let shareholders win.
Mar 26
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Digging Deeper: Alpha Metallurgical Resources
The largest U.S. met coal producer trades at 4x trough earnings. The downside is priced in. The upside isn't.
Mar 21
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Reddit Deep Dive: Early Innings on a 20-Year-Old Platform
How a community built on volunteer labor and user-generated content became one of the fastest-scaling ad businesses in history.
Mar 7
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Shift4 Payments (FOUR) Deep Dive 2026
A vertically focused payment processor converting gateway relationships into full-stack processing economics.
Mar 3
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Warrior Met Coal ($HCC) 2026 Update & Reflections
Post-Rally Review & Structural Inflection Point Analysis
Jan 30
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Crocs ($CROX): 2026 Deep Dive
A high-margin, digital-first powerhouse trading at a deep discount as the market overlooks its structural transformation and enduring brand loyalty.
Jan 16
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