Silba @silbafounder

Warning: Contains detailed analysis of small-caps that Bloomberg Terminal hasn't noticed yet. Your portfolio might get ideas. silbadeepdives.substack.com Joined December 2024

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Silba @silbafounder

2 days ago

[ $HBH ] Hornbach Q2 results this morning. Update on the story. substack.com/profile/305256…

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Wahei Takeda (竹田和平) understood that contradictions create value. Mechanised tradition. Quantified gratitude. Accumulated wealth while calling it illusion. He didn't resolve paradoxes, he monetised them.

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Silba @silbafounder

a week ago

[ $BITTI ] The research institute became a defense contractor. Stock doubled on actual orders, not promises. They bought AI that works offline and Spain wants their radios.

Silba @silbafounder

8 months ago

[ $BITTI ] The research institute became a defense contractor. Stock doubled on actual orders, not promises. They bought AI that works offline and Spain wants their radios.

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Steve Platz @steve_btcfo

3 weeks ago

Great write-up by @silbafounder on $MIPS, a co. I used to be a shareholder in. 👇🏼 "Those SEK 46 million in annual legal costs that management calls "normal"? That's more of a confession. You don't spend 10% of revenue on lawyers if your moat is secure. You spend it when multiple…

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Silba @silbafounder

3 weeks ago

[ $MIPS ] Mips AB Swedish company charges helmet makers $8 for 30 grams of plastic. 74% gross margins. The twist? Every customer wants to avoid paying but can't stop because removing the yellow MIPS dot is brand suicide. The prisoner's dilemma of the helmet world. 🔗 link in…

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Silba @silbafounder

6 months ago

While American cloud giants spend billions on AI, @OVHcloud doubled down on water-cooling and data sovereignty. Now their stock surges when markets crash. The contrarian cloud play nobody's talking about. The story of $OVH, today at Silba silbadeepdives.substack.com/p/ovh-ovhcloud…

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Silba @silbafounder

a month ago

[ $SLEEP ] Sleep Cycle: The App That Pays Its Own Executioner The Setup Drejak discovered phones could hear you breathe through mattresses in 2009. Now pays Apple 58M kronor yearly while Apple gives the same feature away free. What They Actually Do Audio-detect your sleep…

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Silba @silbafounder

2 months ago

[ $MOVE ] Medacta: When Patients Build Better Surgery The Setup Swiss company with €590M revenue consistently outgrows $15B giants. Like a cooking school competing against McDonald's, and winning. What They Do Teach surgeons to replace joints better. Their founder's botched…