SmartMicroCaps's profile picture. Value investor, focused on special situations, mispricings and hidden gems. Weekly articles over on Substack, also condensed into occasional threads.

herman

@SmartMicroCaps

Value investor, focused on special situations, mispricings and hidden gems. Weekly articles over on Substack, also condensed into occasional threads.

New writeup published on Card Factory PLC ($CARD.L), a dirt-cheap, thriving gem in a dull industry. Thread coming soon! open.substack.com/pub/smartmicro…


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