On Schmuck Insurance
OIJ #51 | What if you sell today, and watch it soar tomorrow?
The Hermit
More than research. The operational diary of a holding company executing deals, managing private & public assets, and investing in overlooked listed small caps.
Live Last read · last published · next check
Latest posts
Calnano ($CNO) Nuclear Pivot or Dilution Trap?
Prio Brief #10 | Q2 2026 Earnings Review + Q&A with CEO Eric Eyerman
We're Unlocking Everything. You're Welcome!
Auditing our 19.53% average published return, new full ticker visibility, and a look at our upcoming local field research
Nova Leap Health ($NLH) Insider Access
Prio Brief #9 | Q2 2026 Earnings Flash + Q&A with CEO Chris Dobbin
[$SUP] A 4x EBITDA Monopoly Pretending to Be a Middleman
PoW #40 | How misplaced regulation handed a debt-free owner-operator a monopoly... and set up a 100%+ mispricing
Volatility Profit Maxxing. Our Add-on Micro-Cap Earnings Strategy
OIJ #50 | Apparently "there's more juice to be squeezed"... so we're testing out a new strat.
Heading to Ian Cassel’s Microcap Event? Interview These 6 Names
PoW #39 | Maximize your conference prep with these six high-conviction microcap ideas
07/26: Walk with Kings, Serve Dabov Coffee
Portfolio Update. On returning £1.6m in capital, orchestrating public and private deals, dealing with red tape and building a project on my own terms.
[$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
How I Hit 12x Engagement (Not Just Followers) on X in 30 Days
OIJ #49 | Your tweets aren’t bad, they’re just invisible. Here’s your exhaustive optimization playbook