Small- and micro-cap investment research + other investing thoughts
Lewistown Capital is a boutique investment firm focused on small-/micro-cap stocks. We gravitate towards unique businesses, that are disruptors in their industries, and are building sustainable competitive differentiation
I collect all the interesting analysis I find in hedge funds reports and newsletters.
Weekly newsletter on software industry metrics, finance, strategy and operations. What you need to know to be a successful leader.
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.