The Mikro Kap

Fortunes in the Fog

research report

Sep 30 • 

David Katunarić

22

3

Hidden Asset Strikes Back

research report

Sep 10 • 

David Katunarić

35

5

August 2025

Never Let a Good Earnings Season Go to Waste

portfolio update

Aug 24 • 

David Katunarić

18

Catch Deep Value If You Can

research report

Aug 6 • 

David Katunarić

16

5

July 2025

Once Upon a Scenario

research report

Jul 14 • 

David Katunarić

14

June 2025

The Art of the Transaction

important update on my largest position

Jun 30 • 

David Katunarić

19

6

Credit Royale

research report

Jun 23 • 

David Katunarić

19

21

Take the Helm-et

site visit

Jun 2 • 

David Katunarić

10

May 2025

Listen. Build. Operate.

site visit

May 27 • 

David Katunarić

10

4

On The Floor

research report

May 25 • 

David Katunarić

19

7

The Fountain of Youth

research report

May 7 • 

David Katunarić

20

15

April 2025

Spring Cleaning

April Portfolio Update

Apr 14 • 

David Katunarić

12