Mostly Microcaps
Subscribe
Sign in
Home
Archive
About
Share this publication
Mostly Microcaps
zippycapital.substack.com
Copy link
Twitter
Facebook
Email
Mostly Microcaps
Stock ideas and deep dive write-ups
By Zippy Capital · Launched 2 years ago
Subscribe
Let me read it first
Delta Apparel: Growth At An Unreasonably Cheap Price
While its stock trades at a fraction of market multiples, DLA is well-positioned to sustain double-digit earnings and FCF growth rates for the next 5 years
Zippy Capital
2
Share this post
Delta Apparel: Growth At An Unreasonably Cheap Price
zippycapital.substack.com
Copy link
Twitter
Facebook
Email
New
Table Trac: A Nano Cap Software Company At An Inflection Point
Founder-led casino software maker with recurring revenue, low churn and long growth runway
Zippy Capital
Aug 3, 2021
2
2
Share this post
Table Trac: A Nano Cap Software Company At An Inflection Point
zippycapital.substack.com
Copy link
Twitter
Facebook
Email
Gravity: Q4 Recap and Thoughts On Its Long Term Optionality
Q4 results disappointed the market, but the 2021 outlook is very positive. Company is also accumulating different long term options for growth.
Zippy Capital
Feb 17, 2021
3
2
Share this post
Gravity: Q4 Recap and Thoughts On Its Long Term Optionality
zippycapital.substack.com
Copy link
Twitter
Facebook
Email
Etsy: A COVID E-Commerce Winner That Will Keep Winning
An early stage growth opportunity with unique advantages and solid management
Zippy Capital
Dec 19, 2020
1
Share this post
Etsy: A COVID E-Commerce Winner That Will Keep Winning
zippycapital.substack.com
Copy link
Twitter
Facebook
Email
More $GRVY Please: Finding Value in Gravity, A Korean Gaming Company
Fast growing mobile gaming firm operating in Southeast Asia has tremendous upside
Zippy Capital
Nov 29, 2020
4
Share this post
More $GRVY Please: Finding Value in Gravity, A Korean Gaming Company
zippycapital.substack.com
Copy link
Twitter
Facebook
Email
Mostly Microcaps
Subscribe
About
Archive
Authors
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts