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 | Founded | 4 years ago | Last Issue | a year ago |
| Active | |||||
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matasbaliukonis.substack.comLatest Issues
Regulation Special Sit
And no, it's not related to telecom.
I have found a $321m company that has outlived and outmanoeuvred all of its competition over the past decade due to its profitable R&D arm. Now, they are poised to be the main beneficiaries (in an Oligo...
'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.
Performance
Durin...
Research report #1
AstroNova (ALOT) → MC: $68.8M┃EV: $111M ┃P: 9.1$
The Rhode Island-based printing technology manufacturer operates through two primary segments: Product Identification (PI) and Test & Measurement (T&M), serving aerospace, defense, and i...
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.
I don’t usually write about companies this small, but I figured I’d have some fun this time.
Legacy Education Q3 FY 2025 Earnings Overview
Reflecting on a great quarter by Legacy Education (hard-to-model microcap write-up)
Legacy Education’s earnings have come out, and, to no surprise for my paying subscribers, the company did quite well—the stock is up 13.5% on the day as of...
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Audience Metrics
Subscribers, engagement, traffic and sponsorship for The LongView.
| Subscribers | Monthly Web Visits | Accepts Sponsors | |||
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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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