
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 | 209 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||

Prio Brief #11 | CEO search clues, capacity crunches, and an exclusive 1-on-1 debrief
We are releasing a very relevant update on both Omni-Lite Industries ($OML) and California Nanotechnologies ($CNO).
PoW #41 | A FCF Buffered OTC Listed Company With A Controlled Substance Moat
For years, the company has been regarded as OTC slop, but two major catalysts over the next 24 months could boost growth and potentially triple or quadruple FCF f...
What if SpaceX goes to the moon and I never bought?
What if the stock market crashes tomorrow and I lose 54% of all MY money?
What if I sell my company today, and tomorrow the buyer flips the business for 10 times what I got?
Well…
Sch...
Prio Brief #10 | Q2 2026 Earnings Review + Q&A with CEO Eric Eyerman
We are releasing a relevant update on California Nanotechnologies ($CNO).
After thinking about it for a while, we decided to give you guys full visibility on everything. We just unlocked our entire pick by pick track record, which is sitting at…
Feel free to...
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The writers behind this newsletter.
Private assets & small/micro-cap investor since 2014. Primary research, management access & field due diligence. Operational diary of a holding company.
Newsletter de Quality Value | 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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