Treasure Hunting | Sebastian | Substack

The Sweet Illusion of Insider Ownership and What Really Matters

Looking Beyond the Sugar to Discover the True Ingredients of Successful Returns

Oct 6 •

Most Popular

My current best idea: Innovation Food Holdings (IVFH)

Feb 18 • Sebastian

Q3 Portfolio Update: Reflections on +88.5% YTD

Sep 30 • Sebastian

Off the beaten path company on the OTC trades at a P/E ratio of 4

Jun 30 • Sebastian

Q3 Portfolio Update: Reflections on +88.5% YTD

A turbulent quarter ends on a high

Sep 30 •

A boring microcap at an inflection point

After years of stagnant earnings, this company is now positioned for growth

Sep 26 •

5 Microcaps in 5 Minutes (#5)

I present five interesting Microcaps, worth a further look

Sep 11 •

Updates on IVFH and SGRP

Earnings commentary on their Q2 results

Aug 14 •

Updates on the last two profiled companies

In the first six weeks of the paid version of this blog, a lot has happened.

Aug 6 •

The best days of Cipher ($CPH.TO) are still ahead

After this game-changing acquisition, I see another 200% upside

Jul 31 •

Picks-and-shovel play for a growing Energy sub-segment at a run-rate P/E of 5

A well known value fund is among the biggest shareholders

Jul 16 •

Treasure Hunting

Treasure Hunting

Researching overlooked and undervalued Microcaps

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