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Regulation Special Sit

And no, it's not related to telecom.
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'25 Q2 review
19.2% outperformance and my positioning.
 • Matas Baliukonis
Research report #1
Free early-stage due diligence report on $ALOT, $ARQ, $MYO
This nanocap special sit is worth looking at
$7m market cap, no IR, 5.7 P/E, inflection to growth while priced at 22% FCF yield, subsidiary valued at 3x EV.
Legacy Education Q3 FY 2025 Earnings Overview
Reflecting on a great quarter by Legacy Education (hard-to-model microcap write-up)
(free) $STC.T/$SANG earnings overview
A quick update on yesterday's write-up.
Fallen 70% gross margin tech star ripe for revival
Undiscovered microcap, new CEO in place, divestitures, deleveraging and return to growth — too cheap to ignore at a 20% fw FCF yield.
 • Matas Baliukonis
'25 Q1 review
Drawdown, Continued Outperformance, Flight to Special Situations
 • Matas Baliukonis
Recently IPO'd Microcap with Multiple Catalysts in 2025 and 2-3x Upside
Hard to model microcap due for an earnings boost from recent and upcoming acquisitions.
 • Matas Baliukonis
New Chapter
Portfolio 2.0—follow what he did, not what he does.
 • Matas Baliukonis
The LongView
The LongView
The LongView is a publication for professional/serious investors that covers special situations and inflecting microcaps with the potential to achieve right-tail returns.
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