The Mikro Kap
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Catch Deep Value If You Can
research report
Aug 6
•
David Katunarić
15
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Catch Deep Value If You Can
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5
July 2025
Once Upon a Scenario
research report
Jul 14
•
David Katunarić
13
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Once Upon a Scenario
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June 2025
The Art of the Transaction
important update on my largest position
Jun 30
•
David Katunarić
18
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The Art of the Transaction
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6
Credit Royale
research report
Jun 23
•
David Katunarić
19
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Credit Royale
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17
Take the Helm-et
site visit
Jun 2
•
David Katunarić
9
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The Mikro Kap
Take the Helm-et
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May 2025
Listen. Build. Operate.
site visit
May 27
•
David Katunarić
9
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Listen. Build. Operate.
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4
On The Floor
research report
May 25
•
David Katunarić
19
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On The Floor
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4
The Fountain of Youth
research report
May 7
•
David Katunarić
20
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The Fountain of Youth
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11
April 2025
Spring Cleaning
April Portfolio Update
Apr 14
•
David Katunarić
12
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Spring Cleaning
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Under The Hood
research report
Apr 7
•
David Katunarić
15
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Under The Hood
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March 2025
The Inevitable Force of Consolidation
Dylan Marrello on everything cannabis (Raging Bull Investments)
Mar 19
•
David Katunarić
and
Raging Bull Investments
27
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The Mikro Kap
The Inevitable Force of Consolidation
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1:28:36
Allergic To Centralization
research report
Mar 6
•
David Katunarić
13
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Allergic To Centralization
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2
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