Looking for No-Brainers in the Micro-Cap Space, The Mikro Kap

The Mikro Kap

Looking for No-Brainers in the Micro-Cap Space

Private investor from Croatia focused on finding no-brainer opportunities in the global micro-cap space

Equity Bottom-Up

Trinity Bank N.A. provides commercial banking services to businesses and individuals through an office located in Fort Worth, Texas.  The Bank also provides internet banking and cash management services.

<ul><li>This write-up is not something you would normally (or ever) expect from me.</li><li>It's about a bank. To be more specific, it is about a one-branch community bank out of Fort Worth, Texas.</li><li>Despite sounding unimpressive at first, probably enticing you to stop reading the article immediately, this bank has managed to outperform both the SPY and every other bank ETF that you can think of since going public in late 2003.</li></ul>

This write-up is not something you would normally (or ever) expect from me.It's about a bank. To be more specific, it is about a one-branch community bank out of Fort Worth, Texas.Despite sounding unimpressive at first, probably enticing you to stop reading the article immediately, this bank has managed to outperform both the SPY and every other bank ETF that you can think of since going public in late 2003.

Colefax Group plc designs, markets, distributes, and retails furnishing fabrics, wallpapers, trimmings, upholstered furniture, and related products in the United Kingdom and internationally. The company operates in two divisions, Product and Decorating. It also sells antiques, as well as provides interior and architectural design, project management, decoration, and furnishing services for private individuals and commercial firms. The company sells its products under the Colefax and Fowler, Cowtan and Tout, Jane Churchill, Larsen, and Manuel Canovas brand names to interior designers, and retail fabric and wallpaper shops. Colefax Group plc was founded in 1933 and is headquartered in London, the United Kingdom.

<ul><li>The Mikro Kap Watchlist series continues with another interior furnishing business.</li><li>This is a short story about Colefax, AIM's buyback machine No. 1 $CFX.L Colefax is yet another designer of luxury fabrics and wallpaper.</li><li>However, it's more asset-light than SDG, the company discussed in my previous write-up .</li></ul>

The Mikro Kap Watchlist series continues with another interior furnishing business.This is a short story about Colefax, AIM's buyback machine No. 1 $CFX.L Colefax is yet another designer of luxury fabrics and wallpaper.However, it's more asset-light than SDG, the company discussed in my previous write-up .

Sanderson Design Group / Equity Bottom-Up

Sanderson Design Group PLC operates as a luxury interior furnishings company. The Company designs, manufactures, markets, and distributes wallpapers and fabrics together with a wide range of ancillary interior products. Sanderson Design Group serves customers worldwide.

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SDG is a luxury interior furnishings company that produces, designs, and sells premium wallpapers and fabrics.
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The first thing that draws me to this business is their IP. SDG owns an archive of 75 000 designs and samples dating all the way back to the 18th century.
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They own six luxury and premium British brands, the strongest of which are Morris &amp; Co. and Sanderson. 
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SDG is a luxury interior furnishings company that produces, designs, and sells premium wallpapers and fabrics.


The first thing that draws me to this business is their IP. SDG owns an archive of 75 000 designs and samples dating all the way back to the 18th century.


They own six luxury and premium British brands, the strongest of which are Morris &amp; Co. and Sanderson. 



Credit Bureau Asia Limited provides credit and risk information solutions to banks, financial institutions, multinational corporations, telecommunication companies, government bodies and public agencies, local enterprises, and individuals.

<ul><li>The company is headquartered in Singapore and listed under the ticker $TCU.SI</li><li>As the name implies, CBA is a credit bureau business that operates across Asia.</li><li>It currently has operations in Singapore, Malaysia, Cambodia, and Myanmar, with plans to expand in China and Vietnam shortly.</li></ul>

The company is headquartered in Singapore and listed under the ticker $TCU.SIAs the name implies, CBA is a credit bureau business that operates across Asia.It currently has operations in Singapore, Malaysia, Cambodia, and Myanmar, with plans to expand in China and Vietnam shortly.

Mitchell Services Limited provides contract drilling services for the coal and coal seam gas sectors. The Company currently operates drill rigs in Queensland, the Northern Territory, South Australia and Papua New Guinea.

<ul><li>It’s not ground breaking but it does feature a company that is breaking ground.</li><li>Just this morning, I spoke with Mitchell Services' CEO, Andrew Elf, and CFO, Greg Switala.</li><li>This is going to be a quick update covering ten of the most important highlights from the call, with some discussion about $MSV.</li></ul>

It’s not ground breaking but it does feature a company that is breaking ground.Just this morning, I spoke with Mitchell Services' CEO, Andrew Elf, and CFO, Greg Switala.This is going to be a quick update covering ten of the most important highlights from the call, with some discussion about $MSV.

The Mikro Kap
Looking for No-Brainers in the Micro-Cap Space
• The Mikro Kap

The Holy Trinity of Banking

This write-up is not something you would normally (or ever) expect from me. It's about a bank. To be more specific, it is about a one-branch...

The Mikro Kap

Cannibal ante portas

This is a short story about Colefax, AIM's buyback machine No. 1 $CFX.L Colefax is yet another designer of luxury fabrics and wallpaper.

The Mikro Kap

Sanderson Design - Profit by Design

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Give Credit Where Credit Is Due

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Groundbreaking Research

It’s not ground breaking but it does feature a company that is breaking ground. Just this morning, I spoke with Mitchell Services' CEO, Andrew...

The Mikro Kap