many thanks for this and other insightful blog posts. Just stopping here to say I enjoy your work and you are covering an interesting segment of the market that I also find fascinating. I believe there is a lot of value to be found in Ex US microcaps while at the same time you need to look quite closely at the companies and sometimes information available is limited. That said, I am looking forward to read more from you. Happy to exchange some potentially interesting names aswell if you care.
Dear Daniel,
many thanks for this and other insightful blog posts. Just stopping here to say I enjoy your work and you are covering an interesting segment of the market that I also find fascinating. I believe there is a lot of value to be found in Ex US microcaps while at the same time you need to look quite closely at the companies and sometimes information available is limited. That said, I am looking forward to read more from you. Happy to exchange some potentially interesting names aswell if you care.
Best
Carsten