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I’ve decided to allocate ~40% of my stock portfolio into a €6 million nano-cap! The company is Talkpool AG $TALK.ST and I wrote a post about it on my substack a few months ago, so check out the original thesis if you're interested. Here’s a short explanation on recent

This👇🏽

Raketech $RAKE is undergoing some notable positive changes. Most recently, the company divested its unprofitable non-core US Tipster asset, generating €1.25 million in proceeds. More importantly, management estimates this move will result in annual cost savings of €1.8 million

Can't believe Talkpool is still valued at 4x EBIT. They are currently making moves in Sweden and negoting with major Swedish defence companies and government authorities. They've launched a new subsidiary, Talkpool AB, to deliver secure telecom solutions for the defence sector.

If you're not managing millions, do yourself a favour and start working through micro- and nano-cap stocks from A to Z. There is a bunch of junk—but occasionally something really interesting turns up. Today I came across a €12 million market cap company with €10 million in

Oh my! Talkpool just released a press release revealing that BDO has valued its German subsidiary at EUR 20.5 million. That’s nearly three times the current market capitalization of the entire company, which stands at just EUR 7 million. It’ll be very interesting to see how the

Now that’s how you start a day!

Just posted a write-up on a stock I came across: a €12 million market cap company that’s been growing around 20% a year, consistently profitable, and trading close to net cash. They haven’t posted a loss in the past five years and generate €1–3 million in free cash flow

While scanning nano cap stocks from A to Z this weekend, I came across one that stood out. Over the past 8 years, it has grown its revenues more than tenfold. Despite this growth, it’s trading at just around 10x earnings, but actually I believe it will be closer to 5x earnings in

Currently, about 50% of my portfolio is in a €10M nanocap stock called Talkpool AG. Last week, they dropped some big news: an independent analyst valued just their German subsidiary at €20M. That’s double the market cap of the whole company. Today, the full report from the

My analysis on Angler Gaming is now live on Substack. Last week I teased a nano-cap stock trading at just 5x forward earnings, with a market that’s completely asleep on a huge structural shift. That company is Angler Gaming. In this post, I break down why their earnings are

This week I opened a position in a micro-cap trading at ~1.5x EV/FCF, 50% net cash, and it has already paid out 40% in dividends this year. Usually, valuations like this come with the catch of highly unsustainable earnings. I don’t think that’s the case here. The name of

Monster quarter from CTT Growing EBIT 28 % organic and 48 % YoY including Cacesa

Raketech ($RAKE) recently authorized a share buyback of up to 25% of all outstanding shares at their latest Extraordinary General Meeting. The stock is currently trading at around 1x free cash flow. There’s no guarantee they’ll follow through with the buybacks—especially since

Right now, about 40% of my portfolio is in a nano-cap company worth just €9 million: Talkpool AG $TALK I wrote about the company some time ago, but a lot has changed since then, so I put together an updated write-up. You can find the link in my bio.