The Mikro Kap

Make Some Noise

research report

Apr 9 • David Katunarić

41

4

Pieces in Motion

portfolio update

Apr 1 • David Katunarić

38

6

March 2026

Fandom-as-a-Service

research report

Mar 8 • David Katunarić

43

13

February 2026

AI Baby, SaaS Bathwater. And a Price Hike.

research update

Feb 16 • David Katunarić

25

9

1

Riches in Niches

research report

Feb 1 • David Katunarić

42

16

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