Welcome to The Small Cap Strategist.
There are thousands of listed small cap stocks. Yet, if you follow mainstream financial media, you'd think most of the action revolves around a handful of mega-cap names.
Nothing wrong with that. But we believe most investors are missing out on the broader universe of compelling opportunities in the medium to small-cap space. We will guide you through the equities we think may have hidden value.
At The Small Cap Strategist, we are dedicated to unearthing these hidden gems across Asia and the rest of the world, providing deep, actionable research on companies with promising upside potential that the big news outlets often ignore.
We are a team with direct experience in small-cap equity research from a London-based Hedge Fund. Our investment philosophy is deeply rooted in the principles of Charlie Munger, focusing on identifying high-quality businesses at sensible prices, with a strong emphasis on understanding competitive advantages and long-term compounding. As relatively young analysts, we also bring a unique perspective on emerging trends and disruptive forces that can shape the future of these agile companies.
Our insights are designed for all investors, whether you're a seasoned professional or just beginning your journey into the equity markets. We don't shy away from specialized vocabulary; our goal is to empower you with the knowledge and tools to make smarter decisions.
Financial analysis, Porter's Five Forces to assess industry attractiveness, Detailed competitive landscape and sustainable competitive advantage, Key industry trends and their implications, In-depth management team assessment, including profiles and capital allocation history. Our research is a balanced blend of quantitative and qualitative insights.
Key Intelligence – You will be better informed with our analysis. Every week, premium subscribers receive comprehensive, institutional-grade deep dives into individual small-cap companies. Our reports are typically structured as detailed PowerPoint decks, allowing you to quickly grasp the core investment case while also providing the granular detail needed for thorough due diligence. These aren't just summaries; we conduct extensive information gathering, analyzing past annual reports, investor presentations, earnings transcripts, sell-side research, independent research, and more. You'll gain a holistic understanding of each business, moving far beyond surface-level information. Our analysis covers:
Thorough financial analysis
Porter's Five Forces to assess industry attractiveness
Detailed competitive landscape and sustainable competitive advantage
Key industry trends and their implications
In-depth management team assessment, including profiles and capital allocation history.
Our research is a balanced blend of quantitative and qualitative insights.
Smarter Decisions – Action-oriented takeaways you can use in your portfolio, career, or research.
Exclusive Community – Network and connect with like-minded people in the Members’ Circle.
Tool Kit Discounts – Early-bird pricing on forthcoming datasets, map packs, and training workshops.
We believe in providing significant value upfront.
Free Tier: Sign up to our free mailing list, and you'll receive a weekly screener based on our latest report, a monthly sector review, and a weekly PowerPoint presentation highlighting the most important information and key takeaways from our premium deep dives. This offers a substantial stream of insights to get you started.
Premium Tier: For just $15 per month, unlock the full power of The Small Cap Strategist. You'll receive our detailed weekly deep-dive reports, monthly sector analyses, and full access to our private Discord community. This small investment provides you with a dedicated research partner, helping you uncover opportunities that others miss.
We typically send out 1-2 emails per week, ensuring a steady stream of well-researched ideas directly to your inbox. Our deep dives are usually published on Friday mornings, perfect for your weekend reading.
Try the newsletter and see if you like it. You can start by signing up to our free mailing list. If you find value in our free content, consider a premium subscription to get the most out of the publication. We are here to serve you.
Because our material is time-sensitive and instantly downloadable, all sales are final.
Equip a colleague or a curious student with the knowledge to break into the mining-tech space:
Exclusive Content – premium essays, reports, and data.
Insider Access – the Members’ Circle for networking and mentorship.
Actionable Insights – tools to safeguard and grow their career (or capital) in any market climate.
The Small Cap Strategist Substack is an investment education website. The group is not licensed or regulated to carry on business in providing any financial advisory service. Any information provided on this site is meant purely for informational and investor educational purposes and should not be relied upon as financial advice.'
