The Mikro Kap

Alone on the Bid

Joe K. Raymond

Nov 6 • 

David Katunarić

61

1

4

Accelerate, accelerate, accelerate

$EVC thesis update

Nov 5 • 

David Katunarić

26

8

October 2025

Rand(e)zvous with Autodesk

research report

Oct 16 • 

David Katunarić

19

2

1

September 2025

Fortunes in the Fog

research report

Sep 30 • 

David Katunarić

26

5

1

Hidden Asset Strikes Back

research report

Sep 10 • 

David Katunarić

38

5

1

August 2025

Never Let a Good Earnings Season Go to Waste

portfolio update

Aug 24 • 

David Katunarić

21

Catch Deep Value If You Can

research report

Aug 6 • 

David Katunarić

17

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

1

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

1