Sublime
An inspiration engine for ideas
Here are some high-quality small-caps I’m researching:
🇬🇧- Alpha Group $ALPH
🇩🇪- Elmos Semiconductor $ELG
🇬🇧- Fevertree Drinks $FEVR
🇳🇴- Norbit $NORBT
🇺🇸- Franklin Electric $FELE
🇮🇹- Italian Sea Group $TISG
🇫🇮- QT Group $QT... See more
Lion-Cubs | Small-Cap Stocksx.com
Here are the 15 Small Caps that we believe are the best to own for the next 3Y. Criteria:
- Mcap $300M-$2B
- EPS & Revenue next 3Y >11%
- FCF+
- ROIC >0%
- PEG (NTM) <5
- Altman Z >3
1. $CAR - Inter Cars - $1.96B
2. $QTCOM - Qt Group - $1.85B___LINEBRE... See more
Here’s some high-quality small/mid-caps I don’t yet own but am currently researching:
🇺🇸- Franklin Electric
🇵🇱- Dino Polska
🇸🇪- Bufab
🇺🇸- TecnoGlass
🇳🇴- Medistim
🇬🇧- Dominos Pizza Group
🇺🇸- Hawkins
🇸🇪- Momen... See more
Lion-Cubs | Small-Cap Stocksx.comUnpopular opinion: Small caps can stay small for years AND still provide multi-bagger returns.
3 key characteristics of these Co’s:
1. Undiscovered
2. Growing Revs and Profits
3. Low Dilution
Recent @microcapclub presentation by @iancassel provides 4... See more
Leverage Athletex.comSmall companies are often wrongly called high-risk moonshots. Yet there are many small/mid caps with quality numbers:
🇺🇸- Hawkins
🇪🇸- Laboratorios Farmaceuticos Rovi
🇺🇸- Simply Good Foods
🇬🇧- Cerillion
🇦🇹- Fabasoft
🇸🇪- HMS Networks___LINE... See more
Lion-Cubs | Small-Cap Stocksx.comThree small-caps I’ve invested in that have been high performers (and my average cost basis):
1. $AEP.V ($0.92)
2. $TMG.V ($0.17)
3. $TEQ.ST (SEK 137)
The discovery process has done well for me.
Kyle Grievex.comWhat’s your favorite sub-$500M market cap company? Provide the ticker and write a short blurb on what makes them great
Sophon Capital Researchx.comBest 10 small-cap opportunities for 2024 👇
1. $ASTS
2. $ENVX
3. $AEHR
4. $HIMS
5. $INDI
6. $IONQ
7. $RKLB
8. $STEM
9. $PGY
10. $LMND
Small Cap Savvyx.com
How to find new investments?
Microcap-focused investment blogs can be really fertile hunting grounds.
Sharing my list of freely accessible and active blogs.
I scan these regularly and have made a handful of lucrative picks already.
👇 https://t.co/AohF437MOy