Smart Micro Caps

About the Substack

Weekly stock deep-dives on mispricings, hidden gems and special situations. Focus is on trying to find long-only, substantial margin of safety and 100% conviction ideas.

About Herman

Student of industrial engineering and management, value investing and life.

Is this your Substack? Request changes.

Smart Micro Caps's recommended Substacks

Hurdle Rate logo
Tristan

Hurdle Rate

Value Investing in my Circle of Competence (Financial & Professional Services)

2K+
free subscribers
Eloy Fernรกndez Deep Research logo
Eloy Fernรกndez

Eloy Fernรกndez Deep Research

Financial Analysis. Deep Equity Research.

Emerging Value logo
Emerging Value

Emerging Value

Investing in Emerging Markets and European small caps. value investing but growth companies are welcomed if cheap.

4K+
free subscribers
Capital Employed logo
Capital Employed

Capital Employed

Fund manager interviews and stock pitches

100+
paid subscribers
7K+
free subscribers