CapitalLightNewsletter @CapLightEmail
A newsletter focused on global competitively advantaged capital-light businesses occupying a dominant or emerging market-leading position in growth industries. CapitalLight.Substack.com Joined September 2024-
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Recapping Xpel Q2 2025. 1. Strong numbers, guidance lags. 2. Cash deployment. 3. Colored PPF. 4. OEM Integrations. No paywall! Link in bio!
Capital Light has covered five main ideas since January. Four have produced positive returns so far. Capital Light has more ideas in the pipeline that it expects to publish before the end of the year. Stay tuned, and subscribe to @CapLightEmail. Link in bio!
Yesterday, Capital Light published its third immediately actionable idea. This undiscovered Japanese gem has accelerating revenue growth, ROIC inflecting from negative to +45%, and trades at just 8X estimated FY26 FCF. Link in bio!
Tomorrow, at 11 AM ET, Capital Light is publishing on a Japanese GARP stock that we believe has 70% upside. Stay Tuned!
Capital Light has decided to cover $XPEL. Our first publication on the company is now live! Previewing tomorrow's Q2 earnings expectations. Link in bio!
Capital Light just published an update on Kneat! Kneat remains a rapidly-growing, mission critical, enterprise software company despite growth expectations declining modestly. Link in bio & replies!
Capital Light is purging inactive email subscribers. If you're a paid sub and get removed by mistake, DM me on X, Subst*ck, or reply to this post. If you haven’t opened an email in 6+ months but want to stay on, please re-sub using the link in bio.
Capital Light just published part 2 of 2 on Kneat $KSI.TO Kneat recently reported 60% YoY ARR growth in Q4 2024 and an NRR of 151% in 2024. Link in bio.
Capital Light just published Part 1 on a few new investment ideas in Japan. Capital Light believes Japan remains an interesting place to invest, with both GARP and value stocks trading at attractive valuations! Link in bio!
Performance of every idea covered on @CapLightEmail so far.
Capital Light just published on a top holding, Auto Partner $APR.WA. Capital Light believes Auto Partner continues to trade at an attractive valuation, with a major catalyst for accelerated growth in 2026.
Capital Light just published a brief update on names covered so far! Link in bio!
Capital Light recently published our first Immediately Actionable Idea! Link in bio!
BREAKING: Auto Partner $APR.WA is up over 5% since I argued the retail-led selloff was misguided, driven by a misunderstanding of a return to seasonal trends, FX impacts on growth, and bottoming margins. I believe the stock remains undervalued. Disclosure: Long $APR.WA
Capital Light just published our second Immediately Actionable Idea. Capital Light believes this is one of the most undervalued companies in the world, trading at under 4X earnings adjusted for cash. Link in bio!
Pine Capital 🌲 @pinetree_cap
1K Followers 4K Following Discovering companies and people to invest. Trying to make it as boring as possible. Investor $NBIS, $RKLB, $OSCR, $DLO, $BMNR
Anar @Anar545628
12 Followers 121 Following
matthewraabCH @matthewraabCH
33 Followers 317 Following
The Investor's Almana... @InvstrsAlmanac
73 Followers 103 Following Microcap investor on the road to financial freedom | Learning, growing, compounding | Not investment advice
Bautista Pinna @Bautista_Pinna
92 Followers 1K Following
AXWNG @ng_xw
119 Followers 2K Following M&A Advisor to High Performing Southeast Asian Clients 🤝 Cynic, Contrarian, & (occasional) Conspiracy Theorist 🧐
Juanma @JJMMRRSS
0 Followers 135 Following
MaxC @Mxaewll
11 Followers 49 Following
Demetri @demetrimacioce
112 Followers 6K Following
Mary Jones @MaryJones054
265 Followers 163 Following Open your eyes 😊 and drink coffee ☕🍤Good night🎆
T @theturnstables
21 Followers 138 Following
Whiteout Capital (Zac... @whiteoutcapital
2K Followers 95 Following Software engineer and private investor publishing independent research focused on global microcaps. Not investment advice. See legal disclaimer on my website.
Carson Reich @CarsonReich
556 Followers 619 Following
PIPILÍN @MarkutsAurelius
68 Followers 559 Following
Alex Miles @Aem424
835 Followers 5K Following Founder @front_pay. Fintech, Earned Wage Access, Online Lending, Poker
Jerry Cui @JerryCu46846806
2 Followers 42 Following
Logan Croix @LoganCroixCo
241 Followers 513 Following Not Financial Advice & Not subscribing to your substack
CryptoPolls @KryptoBull2025
749 Followers 1K Following I like stocks and crypto. But now I'm focusing on crypto (until 2025). My tweets are not financial advice!
marcomcastro @marcomcastro1
93 Followers 731 Following
Steven Emery @semery17
146 Followers 455 Following
DP @browniecheck
115 Followers 844 Following
✵ @jupiters_string
5K Followers 2K Following Music discovery channel, bonafide enjoyer and humble practitioner of Snell's Law
shane @shane594075621
96 Followers 1K Following
HNWinvestor @HNW6969
243 Followers 979 Following Equal parts stocks, bullion, wine and chill. Go nucks Go.
unlevered fcf @onlyfinance99
44 Followers 188 Following
Chestnut @give_mesunshine
326 Followers 3K Following
Lani @LeverageLani
284 Followers 171 Following 21 ✝️🇳🇿🇼🇸 Warren Buffett & Charlie Munger enthusiast, focused on identifying value discrepancies, learning, and helping others.
ANN @annXX586
1 Followers 502 Following
Luislo @Luislop001
62 Followers 311 Following
Derek Altenbaugh @DekeAltenbaugh
17 Followers 715 Following
Monikis @MonikisGo
17 Followers 179 Following
Ganesh Rama @ganeshmrama
150 Followers 504 Following Product Leader | Cyber Security, Trust & Safety
Let's Compound @letuscompound
5K Followers 836 Following Accountant | Particulier belegger | Focus op kwaliteitsaandelen| Mijn reis met alles erop en eraan - geen advies!
Negative Pledge @Negative_Pledge
121 Followers 431 Following Corporate banker working in developing markets. Tweeting mostly about Finance, Geopolitics and misc topics. ESP/ENG
Gmixer @SemperPara_
448 Followers 238 Following
Jeannine Bailey @bailey__eannine
868 Followers 1K Following
SocialArbScout @SocialArbScout
6 Followers 37 Following Anonymous retail investor. I share every trade I make - wins & losses. Not advice. #SocialArb
Wahoo @alphabetavol
143 Followers 1K Following
yash tank @yashtank1
33 Followers 156 Following
Priced to Zero @PricedToZero
30 Followers 403 Following Single baggers through minimal assumptions | Small to mid-cap value
Luke Wolgram🔥 @LukeWolgram
10K Followers 875 Following Microcap Investor turned Swing Trader. #1 accuracy Tipranks Top 25 as of 2021. #15 overall. See @CapLightEmail. $XPEL 20X $LEAT 5X $CELH 3X $APR.WA 2XTrends for United States
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