Equity Bits
Luke WolgramEquity Bits highlights global, competitively advantaged, asset-light businesses occupying emerging market-leading positions in growth industries – focusing on long ideas trading below 15x EV/EBIT, alongside the occasional unprofitable short opportunity.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 30 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||
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equitybits.substack.comLatest Issues
Top Research & Pitches [May & June 2026]
Hello Equity Bits readers!
In May, I made the decision to rebrand Capital Light to Equity Bits. The new name better reflects the kind of coverage I want to write going forward. I still love asset-/capital-light businesses, but I want room...
Ongoing Coverage [Kneat.com $KSI.TO]: The End Of The Road
Hello Equity Bits readers!
Today marks the end of the road for Kneat.com as a publicly traded company. Kneat announced Monday, June 8, 2026, that the company had entered into a definitive arrangement agreement with Private Equity firm Thom...
Ongoing Coverage [Riken Keiki $7734]: FY2025 Update, Strong Growth, and Rapid Backlog Expansion
Hello Capital Light/Equity Bits readers!
Capital Light is becoming Equity Bits. This is a change I've wanted to make for a while. The new name better reflects the kind of coverage I want to write going forward. I still love asset-/capital-...
Top Research & Pitches [April 2026]
Hello Capital Light readers!
In April, Capital Light published a brand new Actionable Idea on Riken Keiki (TSE: 7734), a company that Capital Light believes has 30% immediate upside and as much as 100% upside over the next 2 years.
Capita...
Initiating Coverage [ACTIONABLE IDEA #5]: Riken Keiki
Hello Capital Light readers!
Capital Light has discovered a potential opportunity in a high-quality Japanese stock trading at an attractive valuation for its quality, recurring revenue nature, and growth prospects.
Conviction Level: Mediu...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Equity Bits.
| Subscribers | Engagement | 68 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
My mission is to help investors find the best publicly traded smallcap and microcap companies in the world. Whether you invest in them or not is up to you.
Frequently Asked Questions
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