Mostly Microcaps
Subscribe
Sign in
Home
Archive
About
Page not found
New
Civitanavi Systems SpA: A High Potential Aerospace & Defense Supplier
Fast-growing, profitable founder-led Italian microcap that appears to be the leader in their niche, have manufacturing cost advantages, and partnerships…
Oct 18, 2023
•
Zippy Capital
8
Share this post
Civitanavi Systems SpA: A High Potential Aerospace & Defense Supplier
zippycapital.substack.com
Copy link
Facebook
Email
Note
Other
1
February 2023
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, 2023
•
Zippy Capital
8
Share this post
Alight: A Highly Durable Business With Long-Term Potential
zippycapital.substack.com
Copy link
Facebook
Email
Note
Other
January 2023
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, 2023
•
Zippy Capital
6
Share this post
CreditRiskMonitor: Play Defense with this Counter Cyclical SaaS Company
zippycapital.substack.com
Copy link
Facebook
Email
Note
Other
4
December 2022
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
•
Zippy Capital
14
Share this post
Table Trac: My Favorite Idea
zippycapital.substack.com
Copy link
Facebook
Email
Note
Other
4
February 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
•
Zippy Capital
2
Share this post
Delta Apparel: Growth At An Unreasonably Cheap Price
zippycapital.substack.com
Copy link
Facebook
Email
Note
Other
August 2021
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
•
Zippy Capital
3
Share this post
Table Trac: A Nano Cap Software Company At An Inflection Point
zippycapital.substack.com
Copy link
Facebook
Email
Note
Other
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts