Treasure Hunting

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Playmates Toys: Toy maker trades below Cash and less than 5x 2023 earnings
Playmates Toys(869.HK): An attractive opportunity for the shorter term
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Sebastian
2
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Saga Furs: A net-net and soon monopolistic Business
Trading at 0.75x NCAV with a clear catalyst in 2025.
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Sebastian
13
A postmortem on $PRKA - why I sold my shares at a loss
My first public write up went wrong, find out why
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Sebastian
5
Portfolio Update: Q2 2023
Find out what companies I bought and sold in Q2 2023
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Sebastian
3
Portfolio Update Q1 2023
Reflection and updates on the companies I own
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Sebastian
5 Microcaps in 5 Minutes (#2)
Quick overview of 5 interesting Microcaps I came across.
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Sebastian
4
5 Microcaps in 5 Minutes (#1)
Quick overview of 5 interesting Microcaps I came across.
 • 
Sebastian
2
SHW AG: The market has just forgotten about this stock
Special Situation: ∼50% upside in a potential Squeeze-Out
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Sebastian
4
Treasure Hunting
Treasure Hunting
Researching overlooked and undervalued Microcaps
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