The LongView

Regulation Special Sit

And no, it's not related to telecom.

Sep 8 • 

Matas Baliukonis

3

August 2025

'25 Q2 review

19.2% outperformance and my positioning.

Aug 19 • 

Matas Baliukonis

4

June 2025

Research report #1

Free early-stage due diligence report on $ALOT, $ARQ, $MYO

Jun 27

4

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.

Jun 24

4

May 2025

Legacy Education Q3 FY 2025 Earnings Overview

Reflecting on a great quarter by Legacy Education (hard-to-model microcap write-up)

May 16

3

(free) $STC.T/$SANG earnings overview

A quick update on yesterday's write-up.

May 9

2

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.

May 8 • 

Matas Baliukonis

1

April 2025

'25 Q1 review

Drawdown, Continued Outperformance, Flight to Special Situations

Apr 23 • 

Matas Baliukonis

4

February 2025

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.

Feb 24 • 

Matas Baliukonis

11

November 2024

New Chapter

Portfolio 2.0—follow what he did, not what he does.

Nov 5, 2024 • 

Matas Baliukonis

10

August 2024

A meeting with Shelly Group's CEO

A deeper look into the subtleties of Shelly.

Aug 29, 2024 • 

Matas Baliukonis

22

1

Investing in an eternal human

A write-up on a company which sells the biotech shovel in a race to solve the biggest diseases of our times.

Aug 14, 2024 • 

Matas Baliukonis

30

1