Archive - The Mikro Kap

Riches in Niches

research report

Feb 1 • David Katunarić

Hidden Asset Strikes Back

research report

Sep 10, 2025 • David Katunarić

portfolio update

Dec 1, 2025 • David Katunarić

Off The Beaten Path Investing

Lawrence J. Goldstein, Santa Monica Partners

Nov 14, 2024 • David Katunarić

1:40:46

Fandom-as-a-Service

research report

Mar 8 • David Katunarić

Built. Different.

research report

Dec 30, 2025 • David Katunarić

Pieces in Motion

portfolio update

Apr 1 • David Katunarić

Fortunes in the Fog

research report

Sep 30, 2025 • David Katunarić

positive thesis shift

Dec 26, 2025 • David Katunarić

Programmatic DSPs

insights from management

Jan 25 • David Katunarić

Accelerate, accelerate, accelerate

$EVC thesis update

Nov 5, 2025 • David Katunarić

Make Some Noise

research report

17 hrs ago • David Katunarić

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