💡 Pick of the Week

[$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

[$BL] Men in Black(line)

PoW #36 | The SaaSpocalypse Created This 59% Margin of Safety

Jun 22 • Alejandro Yela

[$VH2] German Toll Bridge

PoW #35 | 32% ROIC, 17% EBIT Margin, 6.5x FCF, 0% Dilution

Jun 13 • Alejandro Yela

[$CMG] Reverse Pessimism

PoW #34 | Another Subsurface Winner

Jun 8 • Alejandro Yela

[$CEK] Military Backlog Maxxing

PoW #33 | Riding the NATO Supercycle with an 18% EBIT Margin, 29% ROE, and Net Cash

May 27 • Alejandro Yela

[$MHA] The Invisible AI-Enabled Monopoly Trading at 7x Earnings

PoW #32 | 3-Year History: 35.40% Revenue CAGR | 37.93% Average EBIT Margin

May 23 • Alejandro Yela

[$QXO] Why Wall Street Buried My 2025 Podcast Episode… And What It Means For Monday's Open

PoW #31 | Nervous investors are panic-selling what may be a literal +97% asymmetric bet

May 16 • Alejandro Yela

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