The Skeptical Optimist’s Substack
Dheeraj NamburuI analyze overlooked small-cap value equities and special situations, to surface investments with asymmetric risk-reward profiles. I'm inspired by Mungerian businesses, Greenblatt's special situations, Klarman's downside protection, and Schloss's prices.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 44 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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skepticallyoptimistic.substack.comLatest Issues
The Super Hidden Printed Circuit Board Bet
An Asia-listed PCB name with indirect exposure to one of the AI infrastructure supply chain’s more interesting bottlenecks.
Keeping this one vague beyond the paywall…
ROK.V: A busted-deal junior with lots of barrels at a cheap price
TL;DR: At C$0.255, ROK trades below its failed C$0.276/share take-private at 56 WTI despite having no debt, roughly C$5 million of cash/working capital, a disputed C$3 million deposit, and an EMP stake worth roughly C$10 million at current...
Tiny Toll-Road With a Built-In Flywheel at <5x earnings
A misfiled microcap where the real asset is a contract, plus a second fee stream that can change the multiple
TL;DR:
Special Situation - Potential Multibagger
Keeping this one vague before the paywall...
Interesting name - check out the full details below the paywall:
The Government's Recurring Revenue Machine
Profitable microcap trading ~ 5x EBITDA with $XXM contract the market hasn't noticed
This company sells something nobody really wants to think about. Its product shows up in courtrooms and crime podcasts but definitely not investor present...
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