looking for no-brainers in the micro-cap space
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 69 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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mikro-kap.comLatest Issues
Class Act
research report
Hello, In this month’s research report, I want to shed light on a company that has most of the qualities I look for in a service-based serial acquirer: an essential and non-cyclical end market, an M&A culture driven by retu...
ROAS to Riches
research update
Hello, Since I first wrote up $EVC in April 2025, Entravision’s AdTech segment has gone from being a semi-important piece of an attractive SOTP story to the dominant driver of the thesis.
Chicken or the Egg
research report
Hello, The Japanese stock market has recently brought into focus precisely the kind of high-quality asset I find most compelling:
Make Some Noise
research report
Hello, 1-2 years ago, Italian small and micro-caps were my favorite hunting ground; niche companies with attractive unit economics, dominant market positions, and long growth runways. The kinds of businesses that rarely IPO...
Pieces in Motion
portfolio update
Hello, With all portfolio companies except $BCY.SI having now reported their 2025 results, it is finally time for another portfolio update.
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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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