The LongView
Subscribe
Sign in
Home
Notes
Chat
Archive
About
Latest
Top
Discussions
(free) $STC.T/$SANG earnings overview
A quick update on yesterday's write-up.
May 9
2
Share this post
The LongView
(free) $STC.T/$SANG earnings overview
Copy link
Facebook
Email
Notes
More
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
Share this post
The LongView
Fallen 70% gross margin tech star ripe for revival
Copy link
Facebook
Email
Notes
More
April 2025
'25 Q1 review
Drawdown, Continued Outperformance, Flight to Special Situations
Apr 23
•
Matas Baliukonis
4
Share this post
The LongView
'25 Q1 review
Copy link
Facebook
Email
Notes
More
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
8
Share this post
The LongView
Recently IPO'd Microcap with Multiple Catalysts in 2025 and 2-3x Upside
Copy link
Facebook
Email
Notes
More
November 2024
New Chapter
Portfolio 2.0—follow what he did, not what he does.
Nov 5, 2024
•
Matas Baliukonis
10
Share this post
The LongView
New Chapter
Copy link
Facebook
Email
Notes
More
August 2024
A meeting with Shelly Group's CEO
A deeper look into the subtleties of Shelly.
Aug 29, 2024
•
Matas Baliukonis
20
Share this post
The LongView
A meeting with Shelly Group's CEO
Copy link
Facebook
Email
Notes
More
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
Share this post
The LongView
Investing in an eternal human
Copy link
Facebook
Email
Notes
More
1
June 2024
Portfolio and thesis update #2
Revealing new positions, moves, and thesis behind my equity investments.
Jun 13, 2024
•
Matas Baliukonis
9
Share this post
The LongView
Portfolio and thesis update #2
Copy link
Facebook
Email
Notes
More
Portfolio and thesis update #1
A quick overview of my 4 most significant holdings thesis
Jun 13, 2024
•
Matas Baliukonis
21
Share this post
The LongView
Portfolio and thesis update #1
Copy link
Facebook
Email
Notes
More
May 2024
Potential 10x? Shelly Group uncovered 🇧🇬
An overview of a high-growing Bulgarian small cap trying to achieve world (first-Europe) domination in the smart home industry.
May 15, 2024
•
Matas Baliukonis
28
Share this post
The LongView
Potential 10x? Shelly Group uncovered 🇧🇬
Copy link
Facebook
Email
Notes
More
4
April 2024
The Alchemy of Portfolio Construction
How to build a portfolio that makes sense for YOU?
Apr 30, 2024
•
Matas Baliukonis
8
Share this post
The LongView
The Alchemy of Portfolio Construction
Copy link
Facebook
Email
Notes
More
1
It's hard to stop Kinsale Capital
An overview of the efficiency king of the E&S (excess&surplus) insurance market
Apr 14, 2024
•
Matas Baliukonis
41
Share this post
The LongView
It's hard to stop Kinsale Capital
Copy link
Facebook
Email
Notes
More
4
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
