The Mikro Kap

Behind the Moo

insights from management

Jan 13 • David Katunarić

19

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

60

20

7

December 2025

Built. Different.

research report

Dec 30, 2025 • David Katunarić

36

7

1

Holy Cow!

positive thesis shift

Dec 26, 2025 • David Katunarić

33

Q3 Wrapped

portfolio update

Dec 1, 2025 • David Katunarić

40

11

November 2025

Four Horsemen of Japanese SaaS

research report

Nov 20, 2025 • David Katunarić

23

4

1

Alone on the Bid

Joe K. Raymond

Nov 6, 2025 • David Katunarić

74

3

5

Accelerate, accelerate, accelerate

$EVC thesis update

Nov 5, 2025 • David Katunarić

32

8

October 2025

Rand(e)zvous with Autodesk

research report

Oct 16, 2025 • David Katunarić

22

2

1

September 2025

Fortunes in the Fog

research report

Sep 30, 2025 • David Katunarić

31

5

1

Hidden Asset Strikes Back

research report

Sep 10, 2025 • David Katunarić

41

5

1