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: METRICS
All2026AIAerospaceAerospace & DefenseBatteryBeginnerBiotechChinaConsumer CyclicalCritical MineralsCryptoCybersecurityDeep DiveDefenseDroneDronesDrug DiscoveryETFsEdge ComputingEducationEnergyEnergy TransitionFuel CellsFundamental AnalysisGenomicsGovernanceGridGrowth StocksHealthcareHow-ToHydrogenIndustrialsInfrastructureJune 2026LithiumMarket AnalysisMay 2026Medical DevicesMental HealthMetricsMonthly UpdateNuclearOptical InterconnectPhotonicsPortfolio ManagementPortfolio StrategyPowerPsychedelicsQ2 2026QuantumRankingsRisk ManagementSMRSatelliteScore AnalysisScoring SystemSector AnalysisSemiconductorsSmall-CapSoftwareSolarSpaceStock AnalysisStock PicksStrategySurgical RoboticsSynthetic BiologyTechTechnologyUAVUtilitiesValuationaerospaceaiai infrastructureapril 2026automationbiotechconsumercritical mineralsdefenseeVTOLearningseducationenergyfda approvalfundamental analysisgoldguidehealthcareindustrialsinvestinglithiummethodologymetricsminingnuclearquarterlyrare earthrevenue growthroboticsscoringsector analysissemiconductorssmall-capstock analysisstock pickstechnologyuraniumvaluationwatchlistweekly
SHOWINGmetricsClear

FILTERED POSTS

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.

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.

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.

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.