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Iggy on Investing Newsletter

Iggy on Investing

A curated newsletter focused on deep dives into overlooked small-cap value stocks. You'll also find case studies on top-performing value investors and updates on exclusive investor meetups in the Europe. Join 2500+ of investors by subscribing.

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Latest Issues

Decoding Success: Jeremy Raper – The Cost of Being Right [Part 4]

Introducing Jeremy Raper

Welcome back to the Decoding Success series. Today we're diving into part 4 of our deep dive on Jeremy Raper, the investor behind Raper Capital who achieved a 130x return on his portfolio over 11 years. Today w...

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Why I Think This Stock is Worth 3x the Current Price

Insperity is a US-listed stock that recently went from a mid-cap of roughly $4 billion down to a small-cap touching below $1 billion, before recovering to around $1.25 billion today, a 70% drawdown from peak. I think this decline is almost...

23 days ago
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28th of June, Small Cap Meet-Up #3, Register Now

We're happy to announce the third Small Cap Meet-Up on Sunday June the 28th! Whether you've joined us before or this is your first time, we hope to see plenty of new and familiar faces, and talk a lot of stocks.

Lots of investor enjoying l...

a month ago
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The Hormuz Speculation with a Cash Cushion

In April of this year I pitched a company called Otto Energy, drawing a comparison to a security Warren Buffett once bought called the Delta Duck Club. The pitch was simple: Otto Energy was trading at around A$0.009, planning to pay an A$0....

2 months ago
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This €500M Company Will Generate €100M in Recurring Cash Flow. The Market Hasn't Noticed."

Today I’m pitching Global Dominion Access ($DOM), a Spanish-listed engineering firm that will be trading at 5x free cash flow post-2026, while comparable peers like SPIE and Bilfinger trade at 13-14x. That’s a 150%+ valuation discount for w...

3 months ago
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  • Iggy on Investing

    I write deep-dive stock ideas, do detailed case studies on the best capital allocators alive today, and host in-person value investing events across Europe. Subscribe if that sounds like your kind of thing.

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