Floebertus

Floebertus

Home
Notes
Chat
Leaderboard
Alquiber Quality
Compounder trading at 5x true earnings, hidden by over-depreciation
May 4 • Floebertus
May portfolio update (+673% vs 56% S&P)
16% YTD applying the small cap advantage
May 2 • Floebertus

April 2026

Microcap beats Alphabet on ROE & Margins!
Trading at 9.5x earnings waiting to be found
Apr 12 • Floebertus
Q4 Screen for attractive Polish stocks
Poland is a great place for hunting micro-caps.
Apr 11 • Floebertus
Founder-Led compounder hiding true earnings (Buybacks, 9x P/E, consistent growth)
The Company I’m sharing today is a rare case that checks the following boxes:
Apr 5 • Floebertus
April portfolio update (+629% vs 44% S&P)
A 17th consecutive profitable quarter
Apr 4 • Floebertus

March 2026

OKP Holdings interview
Update with Daniel Or, Executive Director of OKP
Mar 25 • Floebertus

February 2026

March portfolio update (709% vs S&P500 47%)
Positions, changes and rationale
Feb 28 • Floebertus
>100% growth at 9x earnings... Does it last?
A unique pharma producer with rocketing sales, and unanswered questions.
Feb 21 • Floebertus
~60% growth in data centers, at ~5x P/E
A micro-cap just posted the most beautiful earnings reports in modern history
Feb 14 • Floebertus

January 2026

February 1st portfolio update (+14% YTD)
Positions, changes and rationale
Jan 31 • Floebertus
2025 Performance (+123%) & 2026 Portfolio
Hi everyone!
Jan 17 • Floebertus
© 2026 Floebertus · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture