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How to Evaluate a Micro-Cap Holding Company
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Why We Built Two AI Products, Then Started Selling Them
How We Think About Dilution
Why Our Overhead Barely Moves When We Add a New Company
Eastern Standard: Year 1 in the Books
What Nobody Tells You About Raising Capital as a Micro-Cap CEO
What Most People Get Wrong About Our Financials
The Asset Class Wall Street Ignores
Why Rising Interest Payments Are a Feature, Not a Bug
$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.
The Metric Everyone Uses That Buffet And Munger Hate
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
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
Why Investors Ask The Wrong Questions About Holding Companies
How Our Portfolio Went From $50K to $575K Per Quarter in Profit
2024 In Review