The Mikro Kap
David Katunarićlooking for no-brainers in the micro-cap space
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 25 | Subscribers | Read | themikrokap.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Cannibal ante portas
The Mikro Kap Watchlist series continues with another interior furnishing business.
Profit by Design
For the past two years, I’ve shared company analyses only on the stocks I own. The blog's readership has grown significantly since then, so I've decided to write at a more consistent pace.
Chaos Is A Ladder
After reading my most recent piece, you've probably noticed that I’m fascinated by credit bureau business models. It's one of the few models for which I'd be willing to pay a market or even an above-market FCF multiple. So, when one of this...
Give Credit Where Credit Is Due
You've seen me analyze Italian newspaper companies, boring spare parts distributors, and Florida orange growers. You've also seen me research NYC office REITs, UK greeting card retailers, and Australian gold drillers. I bought very small co...
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Authors
The writers behind this newsletter.
private investor from Croatia focused on finding no-brainer opportunities in the global micro-cap space
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