Business Breakdowns
Mama's Creations (MAMA) - The National Deli Solutions Company
The company has a vision of becoming a $1 billion business that “owns” the fresh deli space.
Jan 8, 2026 · 2 min read min
MicroCapGUTS Index
MicroCapGUTS Index Update: Q4 2025
MC-GUTS was up +37.6% in 2025, outperforming the iShares Microcap ETF +22.5%, S&P 500 +17.7%, and Nasdaq +20.8% respectively.
Jan 7, 2026 · 2 min read min
Announcement
Planet MicroCap Holdings LLC, owned by Ian Cassel, Acquires Planet MicroCap LLC to Expand into In-Person Events
Acquisition Unlocks Robust Synergies Across Online Community and In-Person Events
Jan 6, 2026 · 2 min read min
Interview
Club Conversation with Howard Marks, Oaktree’s Quiet Legend
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Jan 5, 2026 · 1 min read min
Business Breakdowns
BeWhere Holdings (BEW.V / BEWFF) - A Software Business Focused on The Internet of Things
ARR now covers all fixed expenses, so growth creates significant contribution margin as the platform scales.
Dec 23, 2025 · 2 min read min
Education
Quality - The Most Overused Term in Investing
Quality is extremely difficult to find in small public companies
Dec 18, 2025 · 5 min read min