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Ondo InsurTech Plc (LON:ONDO): A Hardware-Enabled SaaS Company With Expanding ARR at a Strategic Inflection Point
Beyond proof of concept: Scalable recurring revenue, insurance industry validation, and a business model that funds its own growth
Aug 15
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Polymath Investor
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Hugo Navarro
26
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Ondo InsurTech Plc (LON:ONDO): A Hardware-Enabled SaaS Company With Expanding ARR at a Strategic Inflection Point
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Early Signs That Show ‘This One’s About to Run’
A practical guide to inflection point investing in small-cap world: recognizing operational and market signals that precede explosive growth
Aug 13
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Polymath Investor
15
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Early Signs That Show ‘This One’s About to Run’
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The Glacial Advance: Investing in the Inevitable Tides of Demographic Change
Recognizing and planning for the inevitable trends shaping our world
Aug 8
•
Polymath Investor
32
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The Glacial Advance: Investing in the Inevitable Tides of Demographic Change
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The Bright Key and the Leaky Ship: A Franklinist Guide to Evaluating Corporate Efficiency (and Folly)
Insights from "The Way to Wealth" for better investing
Aug 5
•
Polymath Investor
17
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The Bright Key and the Leaky Ship: A Franklinist Guide to Evaluating Corporate Efficiency (and Folly)
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July 2025
IDT Corporation (IDT): A Tale of Two Parts, Told In Two Parts
Leadership, risks, and valuation at the crossroads
Jul 25
•
Polymath Investor
and
James Emanuel
10
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IDT Corporation (IDT): A Tale of Two Parts, Told In Two Parts
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June 2025
Emerging Champions: Small-Cap Stocks with Hidden High-Growth Segments (And 7 Worth Watching)
How investors can generate returns by analyzing the overlooked business segments hidden inside seemingly ordinary companies
Jun 18
•
Polymath Investor
37
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Emerging Champions: Small-Cap Stocks with Hidden High-Growth Segments (And 7 Worth Watching)
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What Would Prove You Wrong? The Most Important Question In Investing
How treating your investment ideas like scientific hypotheses can protect you from costly mistakes
Jun 10
•
Polymath Investor
26
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What Would Prove You Wrong? The Most Important Question In Investing
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Moury Construct SA (MOUR): A €213M Small-Cap With €116M Net Cash, and ~10% Revenue Growth — Trading at Just 3x LTM EV/EBITDA
Technical expertise, decades of reputation and client relationships: Exploring a rare European gem with the kind of value-for-money I haven’t seen in a…
Jun 7
•
Polymath Investor
25
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Moury Construct SA (MOUR): A €213M Small-Cap With €116M Net Cash, and ~10% Revenue Growth — Trading at Just 3x LTM EV/EBITDA
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9
May 2025
On Why Carrying a Notebook Might Make You a Better Investor
Exploring how history’s greatest minds leveraged constant note-taking to unlock extraordinary insights—and how you can too
May 23
•
Polymath Investor
66
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On Why Carrying a Notebook Might Make You a Better Investor
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18
Some Thoughts on GOOG: An 'Emperor Has No Clothes' Moment
A melting moat, and no cavalry in sight
May 8
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Polymath Investor
33
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Some Thoughts on GOOG: An 'Emperor Has No Clothes' Moment
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April 2025
Unseen Edges: How Regulatory Loopholes Can Create Great Investment Opportunities (and Moats)
How some companies use regulatory red tape as a weapon to outcompete their rivals.
Apr 29
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Polymath Investor
21
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Unseen Edges: How Regulatory Loopholes Can Create Great Investment Opportunities (and Moats)
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When Everyone Codes at Warp Speed... Where’s the Moat?
A look into the AI coding revolution: What every investor has to know before investing in software companies and how Cursor and Windsurf are sending…
Apr 22
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Polymath Investor
23
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When Everyone Codes at Warp Speed... Where’s the Moat?
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