The LongView
Matas BaliukonisThe LongView is a publication for professional/serious investors that covers special situations and inflecting microcaps with the potential to achieve right-tail returns.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 17 | Subscribers | Read | thelongview.io |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Regulation Special Sit
And no, it's not related to telecom.
'25 Q2 review
I apologise for the late release of the quarterly results. I was busy actively researching an asymmetric bet about which I will soon release a write-up. You can find more info on that at the bottom of this post.
Research report #1
### AstroNova (ALOT) → MC: $68.8M┃EV: $111M ┃P: 9.1$
This nanocap special sit is worth looking at
$7m market cap, no IR, 5.7 P/E, inflection to growth while priced at 22% FCF yield, subsidiary valued at 3x EV.
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Authors
The writers behind this newsletter.
author @ The LongView | ex-CEO | Targeting >30% p.a. until we (The LongView community) become too big
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