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 | 44 | Founded | 2 years ago | Last Issue | 25 days ago |
| Active | |||||
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rodrigolezama.substack.comLatest Issues
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 $52M of incremental revenue is the dream combo:...
5 Short-Term Trades I’m In Right Now
Disclaimer: This is not financial advice. I’m sharing what I’m doing with my own money, for educational and entertainment purposes only. Do your own research before making any investment decision.
I’ll be honest with you.
La...
Portfolio Update
THE MICRO-CAPO
Monthly Portfolio Update
March 2026 · Published March 31, 2026 · by Rodrigo Lezama
Not financial advice. This is for accountability and to keep my thinking clean.
1. Current Holdings
Portfolio as of end of Mar...
BluMetric Environmental ($BLM.V)
If You Don’t Want to Read All of This…
If you don’t feel like reading 3,000 words and just want to understand the thesis in 10 minutes, here’s a video from Cameron at
Nobody explains things as simply and clearly as he does!
Then...
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