Welfare Capital Research
Jack MaxwellIndependent equity research.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 38 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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welfarecapital.substack.comLatest Issues
Less is More - JDSC (4418.T)
Source: JDSC
Greetings fellow Japan small cap enthusiasts. Today we are covering Japan Data Science Consortium (JDSC), a US$113mm market cap company selling a segment that provided 79% of FY26 revenue yet guiding FY27 consolidated EBIT up...
Card Shark - Digimarc Corp. (DMRC)
Timeline
Digimarc is a digital and physical watermarking company. It is by far the most interesting situation I have come across this year. To recap:
- Digimarc has long had what many consider to be unique technology that is highl...
My Work at Aurelion Research
While I’m sure some of my subscribers have noticed already, many probably don’t know that starting earlier this year, much of my work is now on the substack. What sort of work you ask?
We pitched Marex Group ($MRX) for all subscribers —>...
Reddit's User Woes and the Nefarious, Shadowy CQS System
As you all know, Reddit reported Q2 earnings recently with an immediate negative reaction and some choppy trading since. The financials were excellent, but they have already been covered ad infinitum. Here, I’m going to raise something new...
Distribution Finance Capital Holdings (DFCH.L)
Trading notes:
Distribution Finance Capital Holdings plc trades on the LSE under DFCH.
30-day avg daily liquidity: $71,000 USD
Market cap: £94 million GBP ($125 million USD)
Price: 58p (£0.58)
P/TBV: 0.83x FY25 ending TBV, 0.79x est....
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| Subscribers | Engagement | 69 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I try to buy (and ideally hold) well-managed businesses with unique, in-demand products or services, high margins, high insider involvement, and attractive match-ups against competition. Generalist, but I like software, financials, and industrials.
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