Reletter
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Microcap video series built to reduce uncertainty and sharpen judgment. Mindsets from investors and deep dives on their favorite companies. Reality checks from industry operators.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues17Founded9 months agoLast Issue5 days ago
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Latest Issues

Why Great Shorts Lose Money - Sean Westropp

Sean Westropp from Deep Sail Capital is back for another Skull Sessions chat. He’s been actively posting on Twitter and on his new Substack, Short and Squeeze Corner, about his short selling strategies.

Given my past history of writing re...

5 days ago
6

Skull Session: Dean Pernas on “Motor Investing,” AI Research, and Capstone Energy ($CGEH)

I randomly met Dean Pernas about two years ago after stumbling into a The Casa de Montecristo Puerto Rico, a cigar bar in Old San Juan. We pretty much connected right away, as friends and as investors.

So for this Skull Session, I invited...

17 days ago
6

AI Is The Servant, Not The Master

I wanted to spend this conversation with Lukas talking about something that’s becoming impossible for investors to ignore now… AI. Specifically, how AI is changing the research process. We’re building tools internally ourselves at GeoInvest...

a month ago
4

Short Term or Long Term: The Holding Period Debate

In this Skull Session, Lukas and I dug into a topic that’s becoming more debated across microcap investing circles: whether investors should be thinking in shorter timeframes as holding periods continue to compress. My view, and Lukas large...

a month ago
6

Skull Session #12: Pixel Research on Hunting Mispriced Stocks with Flexibility

I first connected with Lukas Milosic, the voice behind Pixel Research, when he invited me onto his own interview series. The questions were thoughtful, well-prepared, and clearly came from someone who had already spent a lot of time thinkin...

2 months ago
7

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Authors

The writers behind this newsletter.

  • Skull Sessions

    Mindsets from investors and deep dives on their favorite companies. Reality checks from industry operators.

  • Ben Brostoff

    Author of Stock Talk Newsletter https://stocktalknewsletter.substack.com/

  • Maj Soueidan

    Microcap investor 30+ years | Founder of GeoInvesting & Microcap Investing Cliff Notes | Hunting quality multibaggers through information arbitrage | Building InfoArb tools

  • Pixel Research

    I’m Lukas, I am a 21 year old finance student and I try to provide coverage of the sub-$2B small-cap market. High-conviction stock research, Post-Keynesian Macro Analysis and Interviews!

  • Diego La Torre

    Small Cap Earnings Monitor | Microcap Investing Cliff Notes

  • Matej Pretković

    Subscribe to stay up to date with the most advanced AI tools for investment research. I also cover SpaceTech in detail, one of the fastest growing industries.

  • Leo

    Analyst at Aurelion Research. Institutional experience in equity investing. Find all our research on the Aurelion Research Substack.

  • Andrew Pogue

    Ex-Consulting, PE Ops & Search fund owner / operator. Currently searching global public markets for alpha. Not investment advice.

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