Mostly Microcaps | Zippy Capital | Substack

Alight: A Highly Durable Business With Long-Term Potential

A high-quality de SPAC inflecting upwards in terms of growth and profitability; expect multiples to re-rate higher (in line with peers) if management…

Feb 20 •

New

CreditRiskMonitor: Play Defense with this Counter Cyclical SaaS Company

Illiquid microcap company with accelerating demand, a new product launch and improved profit margins moving forward; $4/share target (60% upside)

Jan 18 •

Table Trac: My Favorite Idea

Nanocap software company with accelerating revenues (+66% LTM, record backlog), solid tech, terrific unit economics (~70% incremental EBITDA margins…

Dec 4, 2022 •

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…

Feb 4, 2022 •

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

Aug 3, 2021 •

Mostly Microcaps

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Mostly Microcaps

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