The Micro-Capo
Rodrigo LezamaThe Micro-Capo is a blog where I share news and articles on companies I like or own. I follow these companies quarterly to deepen my knowledge and post my write-ups here to share my insights.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 46 | Founded | 2 years ago | Last Issue | 14 days ago |
| Active | Language |  Spanish | |||
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rodrigolezama.substack.comLatest Issues
Reporte de Trades
Esto es el reporte del libro de trades de corto plazo, separado del Substack mensual de largo plazo. No es asesoría de inversión. Uso margen en este libro y lo aclaro siempre. Es mi cartera y mi disciplina, no la tuya.
1. La p...
Reporte Mensual
Esto no es asesoría de inversión. Es mi cartera y mi razonamiento para mantenerme honesto y disciplinado.
1. La idea principal del mes
Junio empezó con dos cosas en la cabeza que ordenan todo el reporte.
Uno, lancé themicroc...
THE MICRO-CAPO — Portfolio Update
Not financial advice. This is just for accountability and to keep my thinking clean.
1. Current Holdings
2. Month in Review
April was a pretty good month for my portfolio. im up +35%. Did plenty of changes, gettin...
Perma-Pipe International Holdings (PPIH) — Q4 & Full Year FY2025 Earnings Review
Summary
Landmark year. Revenue $210.9M (+33%), net income $17.0M (+89%), diluted EPS $2.09 — all record highs. Growing the top line at 33% while keeping gross margins flat at ~33% on $52M of incremental revenue is the dream combo:...
5 Short-Term Trades I’m In Right Now
Disclaimer: This is not financial advice. I’m sharing what I’m doing with my own money, for educational and entertainment purposes only. Do your own research before making any investment decision.
I’ll be honest with you.
La...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
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Entrepreneur & Investor
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