Researching overlooked and undervalued Microcaps
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 105 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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treasure-hunting.coLatest Issues
Portfolio Update: October 2026 + Q3 Earnings outlook
I ended the month up 3.38%, taking me to 72% YTD.
Markets have continued to be choppy in the past couple of weeks. We saw some drawdowns in the past week, driven, of course, by AI fears. However, not only in AI names. Refineries have been...
How I Use Claude as My Second Brain for Stock Research
AI is great, if it has enough context. If you’re still just using the chat window to research stocks, this article is for you. The problem with chat alone: things get lost, you have no idea what you researched three months ago, the LLM lack...
A Hidden Aerospace & Defense Play at Under 8x EBIT
~70% upside to my SOTP. Catalysts: a segment sale and a growth inflection.
I hate UK stocks. But this setup checks all the boxes, and it trades on the LSE Main Market, not AIM. That means you can actually build a position; liquidity is OK....
Q3 2026 Portfolio Update: Reflections on 67% YTD
What a year it has been.
What a year it has been. I remember January very well. When the Strait of Hormuz was still open, 10y yields were below 5% and Claude Cowork was not even released yet.
Portfolio Update: August 2026 + Q2 Earnings commentary
August was a strange month.
August was a strange month. Operationally, every portfolio company apart from one had good to very good results, and at one point I was up 7% MTD, yet all that faded, and I ended the month up only 0.92%, bringin...
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Authors
The writers behind this newsletter.
Small/Micro-cap Investor. Mostly value with a catalyst or special sits. Full write ups on my Substack.
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