The Mikro Kap

AI Baby, SaaS Bathwater. And a Price Hike.

research update

Feb 16 • David Katunarić

24

9

1

Riches in Niches

research report

Feb 1 • David Katunarić

41

11

January 2026

Programmatic DSPs

insights from management

Jan 25 • David Katunarić

32

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

65

20

8

December 2025

Built. Different.

research report

Dec 30, 2025 • David Katunarić

38

7

1

Holy Cow!

positive thesis shift

Dec 26, 2025 • David Katunarić

34

Q3 Wrapped

portfolio update

Dec 1, 2025 • David Katunarić

41

13

November 2025

Four Horsemen of Japanese SaaS

research report

Nov 20, 2025 • David Katunarić

24

4

1

Alone on the Bid

Joe K. Raymond

Nov 6, 2025 • David Katunarić

75

3

5

Accelerate, accelerate, accelerate

$EVC thesis update

Nov 5, 2025 • David Katunarić

32

8