The Small Cap Strategist
Strategist, Swiss Transparent Portfolio, Ozeco, The Financial Pen, ArchitectWe are a team with direct experience in small-cap equity research from a London-based Hedge Fund. Our investment philosophy is deeply rooted in the principles of Charlie Munger.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 65 | Subscribers | Read | tscsw.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
50% YoY Surge in Core Segment Sales with 30% Revenue Growth and a Geopolitical Moat - NAURA Technology Group
Deep Dive into China's National Champion, Capitalizing on the Multi-Billion Dollar Localization Wave with the Broadest State-Backed Product Arsenal in the Domestic Market.
Andritz AG - Overview and Highlights
## Business Description
Portfolio Update - 59% Surge and a 45% Re-Rating: The Catalyst Effect
23.16% Total Return & 12/13 Winning Positions Vs. 13.59% S&P 500, 8.16% FTSE 100 Index, 13% MSCI World Index.
Andritz AG (VIE:ANDR) Presentation Deep-Dive
Quick to grasp, data led, Andritz AG is a Buy, score 9.2, see why it wins.
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Authors
The writers behind this newsletter.
We specialize in unearthing undervalued companies largely overlooked by mainstream analysts. Our focus is on finding true bargains: businesses with strong fundamentals, limited downside, and significant upside potential.
Common-sense with Swiss-level caution. We hunt scalable, capital-light, high-quality managed compounders in strong jurisdictions. Micro/Mid caps, odd-lot & special situations. Portfolio updates, equity research, valuation checks. Real estate owner.
Crack The Market helps you own equities you understand through institutional level research. Learn about trends, technologies and companies that will underpin the growth and value creation of the next decades.
I hunt for quality the market misprices, probe opportunities it misunderstands, and spotlight bets it overlooks.
Writing for The Small Cap Strategist
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