| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 31 | Founded | 2 years ago | Last Issue | 25 days ago |
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LENSAR Inc. ($LNSR) - Phoenix from the ashes?
First of all, the disclaimer: I am invested in LENSAR Inc. ($LNSR). Nothing I write should be considered investment advice.
Ticker: LNSR
Price: USD 8.27
Shares Outstanding: 12.28m (fully diluted 27.35m)
Market Cap: $101.55m (fully dilu...
Avingtrans PLC ($AVG.L): A nuclear beneficiary at a fair price
First of all, the disclaimer: We’re invested in Avingtrans PLC ($AVG.L). Nothing we write should be considered investment advice.
Ticker: AVG.L
Price: GPB 7.15
Shares Outstanding: 36.93 million
Market Cap: GBP 264.05 million
Enterpris...
Portfolioupdate Q2 - 2026 - +31,2% YTD
Assume that I am actively trading or hold a position in all of the mentioned stocks. Nothing I say or write should be construed as investment advice.
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Performance YTD - 2026: 31,2%
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IRR since 01.01.2017: 34,43%
-
TTWROR si...
Portfolioupdate Q1 - 2026 - +0,6%
Assume that I am actively trading or hold a position in all of the mentioned stocks. Nothing I say or write should be construed as investment advice.
-
Performance Q1 - 2026: 0,6%
-
IRR since 01.01.2017: 31,94%
-
TTWROR sinc...
Portfolioupdate Q4 - 2025 - +24.8%
Assume that I am actively trading or hold a position in all of the mentioned stocks. Nothing I say or write should be construed as investment advice.
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Performance 2025: 24.8%
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IRR since 01.01.2017: 32.76%
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TTWROR since 01.01.201...
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Authors
The writers behind this newsletter.
Full-time investor - Micro caps. Co-Founder of https://tracktacle.com, a research and alert tool for investors.
Full-time microcap investor. Tweets are not investment advice!
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