Research, education, interviews, and insights from experienced microcap investors.
The company recently gave guidance for 50% growth in 2025 and expects 50% contribution margin on incremental revenue as they scale.
Steinhardt was a fundamental stock picker, but he was short-term. He was also a top-down macro trader. He also shorted. He was so different. He didn’t fit in a box.
Customer delight cannot be measured, but is just as important as the things that are measured.
Every so often the market throws us a gut punch we didn't see coming. It hits us so hard it could almost bring Superman to his knees.
A category leading, authentic consumer products company that makes money is rare to find in a sub-$100 million public company.
Every investor has a moment where they have to decide: trust the consensus, or throw the spear.