Summarized notes from our conversation with 12 microcap companies
Jul 5, 2026
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22 min read
Opinion
A Planet Micro Cap Conference Presentation
Jun 29, 2026
3 min read
Longs
👉 Everything you're looking for is right here. Site navigation. 👈
Apr 16, 2024
8 min read
Why the decline in the recent IPO improves the R/R, but still leaves potential issues for investors looking to get involved
Jun 1, 2026
11 min read
IPOs
Visualizing the decline in valuations in various restaurant concepts while highlighting which the market still seems to give hope to
May 21, 2026
2 min read
Chart of the Week
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Why time might be ticking for HIMS to continue exploiting its GLP-1 loophole
Oct 17, 2025
30 min read
Rehashing the math after lowering FY'25 guide
Oct 7, 2025
Why we're excited about a small(ish) company in Maple Leaf country
Aug 11, 2025
Why a slimmed down version of Weight Watchers might be poised to take on the next stage of weight loss
Aug 25, 2025
Why we've decided to look at this opportunity after an >50% drawdown from recent highs
Apr 17, 2025
26 min read
Post-Q4 Earnings Commentary
Mar 3, 2025
4 min read
Why a recent post from a fellow portfolio manager got us thinking about the current FOMO environment, and why staying the course "generally" works out in the long term
May 15, 2026
6 min read
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