
More than research. The operational diary of a holding company executing deals, managing private/public assets, and investing in overlooked listed small caps.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 202 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||

Guys, this feels so freaking good. It’s hard to explain how liberated I am… both in terms of time and in terms of productivity and focus.
I really do feel like I’ve been reborn after leaving all of the red tape behind.
With so much time n...
PoW #39 | Maximize your conference prep with these six high-conviction microcap ideas
Here are six fat pitches going your way.
Portfolio Update. On returning £1.6m in capital, orchestrating public and private deals, dealing with red tape and building a project on my own terms.
Want more context? Track the journey so far here.
PoW #38 | A lovely roll up play acquiring regional monopolies in a very niche SaaS space
Sometimes in life, you find something extraordinary that blows your mind on both an intellectual and monetary level.
Going a bit “off-brand” here, but you know how I am:
Funnily enough, I’ve gone down this torturous path three times already.
Subscribers, engagement, traffic and sponsorship for The Hermit.
| Subscribers | Engagement | 79 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
Invested €100M+ in private assets & small caps since 2014 | Unfiltered research for serious investors
Firma boutique de research para inversores minoristas e institucionales: análisis con rigor profesional, explicado con claridad y con enfoque ejecutivo. | Especialistas en empresas de Software y SaaS.
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