📢ANNOUNCEMENT❗️. A few months ago, I left my equity analyst job to fully dedicate myself to The Mikro Kap. That wasn’t an easy decision, but it felt right. After two years of free analyses, all new content will now be behind a paywall. Here’s my offer to you:.(link in bio)

It’s amusing how the $TSLA bears nailed it in 2021 with concerns about competition, lack of pricing power, EV overcapacity leading to weak gross margins, and unrealistic FSD projections, yet the stock has barely moved. Shorting’s tough. Especially when you’re up against a cult.

Guess who cut his position in half a month ago… to rotate into something that’s gone nowhere since 🤡🫣

Quick update:. I’ve switched over to a custom domain—so from now on, my work can be found at All previous links should still work and redirect automatically, but let me know if you run into any issues accessing anything on the site.

Good morning. Here's a fact that still keeps me up at night.

This is hands down the best case study I’ve read this year. Well done, Ryan! Now I’m even more pumped for our conversation.

RT @BerkelKip: I always get a kick out of CEOs that accept a call request and then answer every single question with "I can't answer that -….

RT @gezzogero: If only there was a publicly listed company that let you participate in exactly this theme…. $LDB.MI.

Gone through more than a third of the comments so far, and it’s starting to feel a lot like 2021—plenty of unprofitable names with "disruptive" technologies, heavy dilution, and -90% all-time stock charts, yet somehow they’ve doubled in 2025, promising the sky once again. Of.

The best way to protect the downside is simple—just avoid reading about any unprofitable company with a ticker that ends in .V . 🫣🤭.

Just came across a company that reported 5% EBITDA margins for Q1, but a month and a half later, they discovered a "technical accounting error." . Turns out, after that error, the true EBITDA margin for the quarter was actually almost -3%, and now they’re in breach of their debt.

Well that's a first. Did it really spread all the way to SGX. (@Jam_invest)

RT @DMXAsset: 1/3 Our monthlies are out. In this month’s DMXCP update, we reflect on FY25 and provide our thoughts on how we are positione….

Any cheap micro-cap names I should take a look at before I go on vacation?. (bonus points if no one’s talking about it).

Anyone have a clue who's been picking up $SGA shares from the Edward K. Christian Trust—or $JCTC shares from the Oregon Community Foundation? Both have room for activist involvement.

@BerkelKip.

Why can’t all companies just follow 🇺🇸 reporting timelines? Instead, I have to read a trading update for a 🇬🇧shitco three months before I get the actual report. And with 🇫🇷 companies, I get a chiffre d’affaires long before I see any P&L lines or a full report. Makes no sense.

RT @david_katunaric: After diving into an 🇮🇱 medtech company, an 🇮🇹 transmission systems firm, and a 🇯🇵 financial in the last three write-u….

After diving into an 🇮🇱 medtech company, an 🇮🇹 transmission systems firm, and a 🇯🇵 financial in the last three write-ups, it’s time to switch gears and look at something that doesn’t require heavy qualitative digging or deep business analysis to size up the risk-reward. This

What’s the more annoying state of the market: obsessively focusing on tariffs while ignoring everything else bottom-up (April), or being completely complacent about tariffs as if they don’t matter at all (July)?.