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The Mikro Kap
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Make Some Noise
Apr 9
•
David Katunarić
50
4
1
Hidden Asset Strikes Back
Sep 10, 2025
•
David Katunarić
44
7
1
Riches in Niches
Feb 1
•
David Katunarić
42
16
Off The Beaten Path Investing
Nov 14, 2024
•
David Katunarić
102
15
7
Recent posts
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Class Act
research report
Jun 7
•
David Katunarić
33
ROAS to Riches
research update
May 17
•
David Katunarić
41
10
Chicken or the Egg
research report
May 3
•
David Katunarić
44
8
Make Some Noise
research report
Apr 9
•
David Katunarić
50
4
1
Pieces in Motion
portfolio update
Apr 1
•
David Katunarić
40
6
1
Fandom-as-a-Service
research report
Mar 8
•
David Katunarić
43
15
AI Baby, SaaS Bathwater. And a Price Hike.
research update
Feb 16
•
David Katunarić
28
9
1
Riches in Niches
research report
Feb 1
•
David Katunarić
42
16
Programmatic DSPs
insights from management
Jan 25
•
David Katunarić
34
14
Behind the Moo
insights from management
Jan 13
•
David Katunarić
22
4
A Pricing Update for The Mikro Kap
existing subscribers are NOT affected
Jan 6
•
David Katunarić
28
6
Panta Rhei
performance & "strategy" update (free to read)
Jan 4
•
David Katunarić
75
21
8
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