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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
Issues64Foundeda year agoLast Issue2 months ago
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Latest Issues

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...

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

Created by the Silba engine
You can also read this story at silba.ai with all sources (202 pdfs) & Questions to Management


Origins

Antwerp, summer 1919. The war had ended, but the real fighting, over who controlled the commodi...

3 months ago
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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...

3 months ago
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[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.

listen to this story on spotify ↗

Origins

Selling to your customer’s customer is awkward.

This was the bind...

4 months ago
11

[EVS] Tier-1 Castle on a Shrinking Island

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Origins

Tape is sequential. Three words that explain why EVS exists.

It’s 1993.

A sports replay operator is living a nightmare. Millions watching, director screaming for the goal replay, and t...

5 months ago
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5

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  • Silba

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

  • Frequently Asked Questions

    How can I access the email archive for Silba?

    You can find recent issues that have been published by Silba on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

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    How much does it cost to sponsor a publication like Silba?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact Silba using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to Silba?

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