Researching overlooked and undervalued Microcaps
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 100 | Founded | 5 years ago | Last Issue | 15 days ago |
| Active | |||||
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treasure-hunting.coLatest Issues
Portfolio Update: July 2026 + Q2 Earnings outlook
July was a decent month with an 4.49% return, bringing YTD returns to 61.83% in total.
The acquisition of Sanara MedTech was the second portfolio company acquisition this year. I am therefore back to holding roughly 30% in cash. Neverthele...
RI(N)sing higher
A microcap that'll print cash as the RIN market tightens — and the street hasn't figured it out yet.
While oil prices get all the headlines and refineries are earning record free cash flows fueled by historically high crack spreads, there...
Half-year 2026 update, reflections on +55%
My best half-year yet (but only just)
In 2024, I wrote that I don’t know if I will ever have such a great half-year again. Today I can conclude that I indeed had almost an identical half-year again.
My story: two years as a full-time investor
Two years of Treasure Hunting as a paid blog. That also means two years as a full-time investor. First of all, a big thank you to all the paid subscribers who have made this dream possible. I am very grateful that I get to do what I love fo...
Short-term inflection, long-term compounder?
5x EV/EBITDA, a record backlog, and an investor now steering capital allocation
So far this year, I have covered names from mainly two industries: oil-related (esp. downstream and midstream) and aerospace. While I am a bottom-up investor,...
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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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