RESEARCH

Monthly research. One thesis per theme.

Start with a trend — drones, uranium, defense, biotech — and get the small-caps scored for financial stability, not hype. Refreshed monthly.

FILTERED: EDUCATION
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FILTERED POSTS

educationscoringmethodologysmall-cap

What Is a Good Stock Score? (70+/100 Explained)

A stock score above 70/100 places a small-cap in the top 10%. Learn how our 8-metric rating system works and what each score really means.

educationmetricsrevenue growthsmall-cap

Revenue Growth: The #1 Metric for Small-Cap Stocks

Revenue growth carries 20% weight in our small-cap scoring model. How we measure it, sector benchmarks, and what 'good' actually looks like.

educationfundamental analysissmall-capguide

Small-Cap Fundamental Analysis: 8-Metric Guide

A step-by-step guide to fundamental analysis on small-cap stocks using 8 proven metrics. Screen 2,200+ companies with real scores, not hype.

educationvaluationsmall-capinvesting

How to Find Undervalued Small-Cap Stocks (5 Steps)

A repeatable 5-step framework for finding undervalued small-cap stocks using P/S ratio filters and fundamental scoring. With real examples.

EducationHow-ToScoring System

How to Read a Small-Cap Score (85 ≠ Buy Signal)

A score of 85 does not mean 'buy'. Learn exactly what our 8-metric small-cap scores measure — and how to use them without getting burned.

EducationMetricsFundamental Analysis

Gross Margin: The #1 Metric for Small-Cap Stocks

Gross margin reveals if a small-cap business model actually works. Sector benchmarks, warning signs, and how we weight it in our 8-metric score.

EducationStrategyETFs

Small-Cap ETFs vs Stock Picking: Which Wins?

Small-cap ETFs vs individual stock picking — which actually delivers better returns? A data-driven comparison with 10-year backtest data.

EducationStrategyPortfolio Management

How to Build a Small-Cap Watchlist (5-Step System)

Build a systematic small-cap watchlist in 5 steps: scoring filters, sector balance, and monthly review cadence. Screen 2,200+ stocks with real data.

EducationMetricsValuation

P/S Ratio: The Best Valuation Metric for Small-Caps

Price-to-sales ratio is the best valuation metric for pre-profit small-caps. Sector benchmarks, screening thresholds, and hidden pitfalls to avoid.

EducationMetricsGovernance

Share Dilution: The Silent Killer of Small-Cap Returns

Share dilution quietly erodes your ownership in small-caps. How to measure it, which stocks are the worst offenders, and red flags to avoid.

EducationMetricsRisk Management

Debt-to-Equity Ratio: Hidden Risk in Small-Caps

The debt-to-equity ratio reveals hidden leverage risk in small-caps. Sector benchmarks, red flags, and how we weight it in our 8-metric score.

EducationMetricsRisk Management

Cash Runway: Small-Cap Survival Metric (Explained)

Cash runway is the #1 survival metric for unprofitable small-caps. How to calculate it, spot red flags, and avoid the ones running out of money.

EducationMetricsGovernance

Why Insider Ownership Matters in Small-Caps

Insider ownership signals founder conviction in small-caps. Benchmarks, red flags, and how we weight it in our 8-metric fundamental score.

EducationPortfolio StrategyMarket Analysis

Small-Cap vs Large-Cap: 2026 Portfolio Allocation

How much small-cap exposure should your portfolio have in 2026? Allocation frameworks, 40-year historical data, and practical position sizing rules.

EducationMetricsGrowth Stocks

The Rule of 40: Growth Stock Framework (Explained)

The Rule of 40 balances growth and profitability for SaaS and growth stocks. Formula, real examples, and the limits where it stops working.

EducationMetricsFundamental Analysis

8 Fundamental Metrics Every Small-Cap Investor Needs

The 8 fundamental metrics we use to score every small-cap stock. Revenue growth, cash runway, insider ownership, and 5 more — full methodology.

EducationSmall-CapBeginner

What Are Small-Cap Stocks? (Beginner's Guide 2026)

A beginner's guide to small-cap stocks in 2026: market-cap definition, pros and cons, risk factors, and exactly where to start screening.