💡 Pick of the Week

[$DOV] Credit Servicing Monopoly Trading at 28% FCF Yield

PoW #48 | Why Consensus Is Dead Wrong on Southern Europe’s #1 Credit Servicer

Oct 28 • Alejandro Yela

[$HESM] A Tax on Oil Prices

PoW #47 | Who can say no to a 10% dividend?

Oct 21 • Alejandro Yela

[$TSSI] Mechanics of Dell’s AI Rack Margins

PoW #46 | Behind the 99% customer concentration, an overlooked net-cash fortress is assembling the plumbing for the enterprise AI rollout

Oct 10 • Alejandro Yela

[$OMSE] The Ignored $154m Cash Mountain

PoW #45 | Aramco Supplier Trading at Book Value

Sep 30 • Alejandro Yela

[$GREEN] Aglomerating Tiny Local Monopolies

PoW #44 | Discounting mass panick

Sep 26 • Alejandro Yela

[$WAVE] Turning Buzzwords into Free Cash Flow

PoW #43 | French consulting firm with superfollowers adapting to an AI billable world

Sep 19 • Alejandro Yela

[$APG & $FTC] Priced for a Perfection That Doesn’t Exist

PoW #42 | A concise guide to spotting red flags in overleveraged infrastructure, funky capital structures and acute customer dependency.

Sep 12 • Alejandro Yela

[$ELTP] A Fully Funded FDA Coinflip with a 110% Upside Tilt

PoW #41 | A FCF Buffered OTC Listed Company With A Controlled Substance Moat

Aug 22 • Alejandro Yela

[$SUP] A 4x EBITDA Monopoly Pretending to Be a Middleman

PoW #40 | How misplaced regulation handed a debt-free owner-operator a monopoly... and set up a 100%+ mispricing

Aug 8 • Alejandro Yela

Heading to Ian Cassel’s Microcap Event? Interview These 6 Names

PoW #39 | Maximize your conference prep with these six microcap ideas

Aug 1 • Alejandro Yela

[$CCLD] Down 80%, 75% Recurring Revenue, and Trading at 5x FCF

PoW #38 | A lovely roll up play acquiring regional monopolies in a very niche SaaS space

Jul 27 • Alejandro Yela

[$MNDY] TGIM. Thank God It's Monday.com

PoW #37 | Another SaaS-pocalypse Winner

Jul 4 • Alejandro Yela

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