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  • Why We Built Two AI Products, Then Started Selling Them

    Why We Built Two AI Products, Then Started Selling Them

  • How We Think About Dilution

    How We Think About Dilution

  • Why Our Overhead Barely Moves When We Add a New Company

    Why Our Overhead Barely Moves When We Add a New Company

  • Eastern Standard: Year 1 in the Books

    Eastern Standard: Year 1 in the Books

  • What Nobody Tells You About Raising Capital as a Micro-Cap CEO

    What Nobody Tells You About Raising Capital as a Micro-Cap CEO

  • What Most People Get Wrong About Our Financials

    What Most People Get Wrong About Our Financials

  • The Asset Class Wall Street Ignores

    The Asset Class Wall Street Ignores

  • Why Rising Interest Payments Are a Feature, Not a Bug

    Why Rising Interest Payments Are a Feature, Not a Bug

  • $4.5 Million in Preferred Shares. Zero Dilution to Common Shareholders.

    $4.5 Million in Preferred Shares. Zero Dilution to Common Shareholders.

  • Our Overhead Is Down 35%. Here’s What the Chart Isn’t Showing You.

    Our Overhead Is Down 35%. Here’s What the Chart Isn’t Showing You.

  • The Metric Everyone Uses That Buffet And Munger Hate

    The Metric Everyone Uses That Buffet And Munger Hate

  • From $200K to $700K Per Quarter: The Metric That’s Hardest to Argue With

    From $200K to $700K Per Quarter: The Metric That’s Hardest to Argue With

  • The Math of Serial Acquisition: Why Buying at 3x Compounds Differently Than Buying at 15x

    The Math of Serial Acquisition: Why Buying at 3x Compounds Differently Than Buying at 15x

  • How to Evaluate a Micro-Cap Holding Company: 7 Things Most Investors Miss

    How to Evaluate a Micro-Cap Holding Company: 7 Things Most Investors Miss

  • When Do The Lines Cross? Tracking Onfolio’s Path To Self Funding

    When Do The Lines Cross? Tracking Onfolio’s Path To Self Funding

  • Why Investors Ask The Wrong Questions About Holding Companies

    Why Investors Ask The Wrong Questions About Holding Companies

  • How Our Portfolio Went From $50K to $575K Per Quarter in Profit

    How Our Portfolio Went From $50K to $575K Per Quarter in Profit

  • 2024 In Review

    2024 In Review

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