Archive - Treasure Hunting

My idea generation process: How I find overlooked microcaps

A detailed overview of the tools I use

Apr 9 •

March 2024

Updates on Innovation Food Holdings (IVFH)

Great progress masked by old problems

Mar 21 •

Cornerstone FS: A multibagger in the making?

Tiny Currency Exchange company hits inflection point

Mar 20 •

February 2024

Update on Saga Furs after 2023 earnings

Is it still cheap? A commentary on their latest results

Feb 28 •

My current best idea: Innovation Food Holdings (IVFH)

5x EV/EBITDA for an asset-light business after restructuring

Feb 18 •

January 2024

5 Microcaps in 5 Minutes (#3)

A quick introduction of 5 interesting Microcaps

Jan 20 •

2023 Review and Outlook for 2024

What has worked in 2023 and an outlook for the blog and my investing

Jan 4 •

December 2023

Revisiting my most viewed Stock Write-Up

A look, one year later, has it worked out?

Dec 9, 2023 •

November 2023

Playmates Toys: Toy maker trades below Cash and less than 5x 2023 earnings

Playmates Toys(869.HK): An attractive opportunity for the shorter term

Nov 19, 2023 •

October 2023

Saga Furs: A net-net and soon monopolistic Business

Trading at 0.75x NCAV with a clear catalyst in 2025.

Oct 15, 2023 •

August 2023

A postmortem on $PRKA - why I sold my shares at a loss

My first public write up went wrong, find out why

Aug 18, 2023 •

July 2023

Portfolio Update: Q2 2023

Find out what companies I bought and sold in Q2 2023

Jul 8, 2023 •

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