Retained Burnings
MucramaIn the search for small/micro-caps with highly probable & asymmetrical payoffs
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 3 years ago | Last Issue | a year ago |
| Active | |||||
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theasymmetricaledge.substack.comLatest Issues
Lovisa
Been a while since my last post, but something I’m going to be getting back into posting once a fortnight.
Lovisa
Lovisa’s a company I’ve owned since since late 2023, first accumulating shares at between $17-$20 and trimming when things...
Aware Inc (AWRE)
Aware Inc is an American based NASDAQ listed provider of biometrics software solutions for governments and private enterprises. Aware has a underwhelming history of slow growth, hefty cash burn, excess dilution and consequently poor returns...
Gaming Innovation Group (GIGSEK)
Gaming Innovation Group is a capital-light, fast-growing iGaming company boasting 45% EBITDA margins, a strong competitive position and high inside ownership. The true earnings power of the business has been masked by the soon-to-be-diveste...
Prophecy International PRO.AX
Prophecy International is an Australian-based software company boasting highly attractive economics, tailwinds, and growth, and with the likely near-term inflection to cash flow positivity, it sets up a very interesting proposition to purch...
Sanara Medtech SMTI: NASDAQ
Sandra Medtech Is a US-based healthcare company targeting to disrupt the US wound care market through a suite of solutions centred around its core product CellerateRX. Sanara is backed by its largest shareholder Ron Nixon who has an impress...
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in the search for highly probably and asymmetrical small-cap opportunities
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