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Deep Dive: Cutera, Inc. (CUTR) Stock Analysis
Not a treatment, but a first of its kind CURE to a massive market, treating acne.
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MicroCap Mindset
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MicroCap Mindset Portfolio Review (Dec. 2023)
Two years in... so far, so good. Here's how I'm beating the index by a +40% delta.
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MicroCap Mindset
Deep Dive: Thryv Holdings (THRY) Stock Analysis
A classic melting ice cube... A high margin software business with strong optionality hiding under a dying YellowPages business that the market is blind…
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MicroCap Mindset
Deep Dive: HireQuest ($HQI) Stock Analysis
A franchise rollup serial acquirer that produces 60% operating margins, immense FCF generation, a brilliant capital allocator, with 60% insider…
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MicroCap Mindset
Deep Dive: Adyen N.V. ($ADYEY) Stock Analysis
Once a high-flyer of wall street, Adyen is a name that's been beaten down, and disrespected. Thus, why I'm so excited to take advantage of the perceived…
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MicroCap Mindset
Intentions for: Micro-Cap Mindset Page
Hey all, I’m excited to launch my Substack, and post my thoughts / research on both positions in my portfolio, and companies I’m studying! A little…
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MicroCap Mindset
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