Archive - The LongView

Research report #1

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

Jun 27

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

May 2025

April 2025

Drawdown, Continued Outperformance, Flight to Special Situations

Apr 23 •

Matas Baliukonis

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

November 2024

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

Nov 5, 2024 •

Matas Baliukonis

August 2024

A meeting with Shelly Group's CEO

A deeper look into the subtleties of Shelly.

Aug 29, 2024 •

Matas Baliukonis

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

June 2024

Portfolio and thesis update #2

Revealing new positions, moves, and thesis behind my equity investments.

Jun 13, 2024 •

Matas Baliukonis

Portfolio and thesis update #1

A quick overview of my 4 most significant holdings thesis

Jun 13, 2024 •

Matas Baliukonis

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