The LongView

Curating top stock ideas from quarterly fund letters and newsletters

Small-cap / micro-cap stock ideas. Concise, easy to read. Value investing, GARP, special situations, contrarian, hidden gems.

Fundamentally driven stocks that have qualitative advantages explained in a simple manner!

I research nano and micro-cap value stocks. Margin of safety over everything. Anything off the beaten path.

Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.