Polymath Investor

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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
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Polymath Investor
9
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
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Polymath Investor
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Moury Construct SA (MOUR): A €213M Small-Cap With €116M Net Cash, 85% 5-Year Avg. ROIC, and ~10% Revenue Growth — Trading at Just 3x LTM…
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…
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Polymath Investor
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May 2025

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.
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Polymath Investor
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…
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Polymath Investor
4
ContextLogic Inc. (LOGC): A $173M Microcap Sitting on $225M Cash and $2.8B in Federal NOLs
Heads you win, tails you break even: how a tiny team controls $2.8 billion in tax shields—and why this could be a classic special situation
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Polymath Investor
6
Unburdened: In Praise Of No Debt
The strategic case for net cash: Ensuring resilience in an unpredictable world
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Polymath Investor
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Why Failed Companies’ Hidden Tax Assets Might Be Your Most Profitable Investment Yet in 2025
Turning tax losses into attractive investment setups: a guide to understanding and profiting from NOL-rich companies
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Polymath Investor
Velan Inc. (VLN): A De-Risked Nuclear Renaissance Play Positioned for Strategic Takeover
Risk-reward analysis supports an attractive, asymmetric return profile, creating multiple paths to realize shareholder value
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Polymath Investor
2

March 2025

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