I've only just seen your post. But I also specialized in small caps a year ago. But I'm still building up and collecting ideas
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@Leipziger_Jung Good luck!
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@jaegermeister How did you become aware of the Nordic small caps?
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@Leipziger_Jung Mostly Scandinavian Twitter. But I also read a lot of newspapers, do research and go through life with an open mind. I came across Tobii Dynavox back when Dynavox was still part of Tobii because I found their gaming hardware exciting. I often look at the cap table of companies from my portfolio or watchlist and see where they are still invested. There is no one way, it's a mixture of many and, above all, patience and time. Redeye is a good place to go for Nordics
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@jaegermeister Sounds partly like a Peter Lynch approach :D. It's paid off so far. I wish you all the best for the future, my dear. It's refreshing to read something outside the mainstream here👌
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A little, yes. Dynavox, by the way, with figures today, up 30%. Incidentally, these are also very refreshing earnings calls. I can definitely recommend the Quartr app, which is also interesting for generating ideas
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@jaegermeister Got Seeking Alpha, I think it's similar. I now follow a lot of YouTube channels for small caps to generate ideas. I still have 7 companies on my watch list, but I'll keep looking and check out some of yours 👍
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Which YouTube channels do you follow in the small cap area? 🙏
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I used to have Seeking Alpha as well. Very American, hardly any European, hardly any small caps, nothing smaller. I prefer to read on Substack, Twitter or Commissioned Research. YT practically nothing in this area. I think Christian Schmidt also has a channel, but it's often about special situations
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@cptn_marcays Let me send you the links:
https://www.youtube.com/@PlanetMicroCap
https://www.youtube.com/@MicroCapClub
https://www.youtube.com/@IPOMarketWatch
In general, the interviews with Ian Cassel and Christopher Mayer on the theoretical background for small and micro caps. It is always important to check the fundamentals, especially in this area, because a lot of crap is recommended. But every now and then there is something for me.
https://www.youtube.com/@BeatTheDenominator (you can check it out, but it also recommends a lot of mainstream stuff)
https://www.youtube.com/@PlanetMicroCap
https://www.youtube.com/@MicroCapClub
https://www.youtube.com/@IPOMarketWatch
In general, the interviews with Ian Cassel and Christopher Mayer on the theoretical background for small and micro caps. It is always important to check the fundamentals, especially in this area, because a lot of crap is recommended. But every now and then there is something for me.
https://www.youtube.com/@BeatTheDenominator (you can check it out, but it also recommends a lot of mainstream stuff)
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@jaegermeister You're right. But everything I've looked for so far, I've always found good data. I mean, I only need the figures for the last quarters and years and the balance sheet. Often I can already throw out 95% of the companies.
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