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 | 196 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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hrmt.substack.comLatest Issues
To Our Long-Term Partners
We are officially retiring all monthly subscription tiers.
We were warned this would hurt our short-term conversions, but this project has never been a volume game; it is a search for aligned, long-term partners.
Our work is built on...
Computer Modelling Group $CMG – Dirt, Data, and Roper
Merging Niche Critical Software, Ultra Smart Capital Allocation, and Constellation Software Key Staff
Investment Archive: Computer Modelling Group Ltd. ($CMG) The complete chronology of our research and primary data
TGIM. Thank God It's Monday.com
PoW #37 | Another SaaS-pocalypse Winner
This is a comprehensive summary of a deep-dive write-up we are prepping. It will drop over the next few months.
26Q2. 8 High-Conviction Buys & Private Deal Status
For starters, thanks to everyone who came out for the live session. We are not the largest community, but we’re definitely one that is growing in both numbers and aura.
I’m truly honored to have you by my side on this journey.
This updat...
Aurora Spine ($ASG) Engineering the Re-Rating
Prio Brief #8 | Piecing together the mosaic behind a major structural shift built for pure commercial speed
We are releasing a relevant update on Aurora Spine Corporation ($ASG).
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| Subscribers | Engagement | 80 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Writing the diary of a holding company managing public/private assets & listed small caps | Pro since 2014 | €100m+ invested | Former Hedge Fund Manager.
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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