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Silba

Warning: Contains detailed analysis of small-caps that Bloomberg Terminal hasn't noticed yet. Your portfolio might get ideas.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues65Founded2 years agoLast Issue11 days ago
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Latest Issues

[REC] Record plc: Hard to Kill, Hard to Grow

Origins

The problem, improbably, was chocolate.

In the 1970s, Mars bought cocoa by the shipload, and a young economist on its commodities desk kept watching the budget detonate. Blame fell on the currency rather than the bean. The Bret...

11 days ago
11

Jean-Marie Eveillard

A boy is leaving home.

He is somewhere in provincial France, not Paris, not anywhere in particular, and a teacher is giving him parting words. The boy’s father works for the national railroad and has been transferred so many times that “h...

5 months ago
14

[SIP] SIPEF SA: Net Cash, Peak Margins, and a Single Commodity Dial


Origins

Antwerp, summer 1919. The war had ended, but the real fighting, over who controlled the commodity pipes into Europe, was still happening in shareholder registers.

SIPEF was born from one of those discreet corporate regim...

6 months ago
9

The Most Expensive Part of Investing

The Two Types

There are two kinds of investors, and almost everything written about investing is made for only one of them.

Type A: delegates conviction

They find someone they trust, a fund manager, a newsletter, a Substack writer wit...

6 months ago
6

[6669] Wiwynn: The Heavy Metal Behind AI

A Taiwan-based ODM designing and manufacturing custom server racks directly for the world’s largest cloud service providers.

Origins

Selling to your customer’s customer is awkward.

This was the bind Wistron, a Taiwanese contract manuf...

6 months ago
12

Key Facts

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Audience Metrics

Subscribers, engagement, traffic and sponsorship for Silba.

SubscribersEngagement70Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

SEO Reach

Where Silba ranks on Google, and how much search traffic it brings in.

Ranked Keywords81Monthly Search TrafficTop Keywords

Authors

The writers behind this newsletter.

  • Silba

    Business stories that make you smarter. We explore fascinating companies you've never heard of, making complex ideas simple through clear storytelling.

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