The Mikro Kap

Built. Different.

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Dec 30, 2025 • David Katunarić

30

4

Holy Cow!

positive thesis shift

Dec 26, 2025 • David Katunarić

31

Q3 Wrapped

portfolio update

Dec 1, 2025 • David Katunarić

37

11

November 2025

Four Horsemen of Japanese SaaS

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Nov 20, 2025 • David Katunarić

22

4

1

Alone on the Bid

Joe K. Raymond

Nov 6, 2025 • David Katunarić

73

3

5

Accelerate, accelerate, accelerate

$EVC thesis update

Nov 5, 2025 • David Katunarić

28

8

October 2025

Rand(e)zvous with Autodesk

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Oct 16, 2025 • David Katunarić

21

2

1

September 2025

Fortunes in the Fog

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Sep 30, 2025 • David Katunarić

29

5

1

Hidden Asset Strikes Back

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Sep 10, 2025 • David Katunarić

39

5

1

August 2025

Never Let a Good Earnings Season Go to Waste

portfolio update

Aug 24, 2025 • David Katunarić

22

Catch Deep Value If You Can

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Aug 6, 2025 • David Katunarić

18

5

July 2025

Once Upon a Scenario

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Jul 14, 2025 • David Katunarić

15