9A1 Capital
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
Unlocking Value in Heady Valuations: A Pre-IPO Opportunity
Technology-driven construction firm specializing in infrastructure projects like LED street lighting, water and gas pipelines, and smart infrastructure.
Jul 15
•
9A1 Capital
Share this post
Unlocking Value in Heady Valuations: A Pre-IPO Opportunity
9a1capital.substack.com
Copy link
Facebook
Email
Note
Other
A Moated Midcap Semiconductor Design House
Worth studying but too expensive for our tastes
Jul 1
•
9A1 Capital
1
Share this post
A Moated Midcap Semiconductor Design House
9a1capital.substack.com
Copy link
Facebook
Email
Note
Other
June 2024
Studying a Turnaround and Restructuring Bet in Promising Sectors with a Proven Promoter
Part 1 of 2
Jun 15
•
9A1 Capital
3
Share this post
Studying a Turnaround and Restructuring Bet in Promising Sectors with a Proven Promoter
9a1capital.substack.com
Copy link
Facebook
Email
Note
Other
1
Massive Sectoral Tailwinds + Debt Restructuring + Deep Sectoral Expertise with Co.
Its already 4x in a year but we believe its still early days!
Jun 1
•
9A1 Capital
-1
Share this post
Massive Sectoral Tailwinds + Debt Restructuring + Deep Sectoral Expertise with Co.
9a1capital.substack.com
Copy link
Facebook
Email
Note
Other
May 2024
Sectoral Tailwinds, Pedigree Management, and Debt Paring shaping Growth and Value
A true special situation and turnaround in every sense. FYI it's already expensive.
May 15
•
9A1 Capital
Share this post
Sectoral Tailwinds, Pedigree Management, and Debt Paring shaping Growth and Value
9a1capital.substack.com
Copy link
Facebook
Email
Note
Other
9A1 Capital 2.0
Consistency + Accountability
May 9
•
9A1 Capital
Share this post
9A1 Capital 2.0
9a1capital.substack.com
Copy link
Facebook
Email
Note
Other
April 2024
2 growth companies in blue-ocean segments
It has been a while since we wrote about something, that's because we couldn't find a business that falls under our bucket of deep value, listed…
Apr 1
•
9A1 Capital
Share this post
2 growth companies in blue-ocean segments
9a1capital.substack.com
Copy link
Facebook
Email
Note
Other
January 2024
Investing in a happier & healthier you!
2 Startups working on "supercharging your mind", & "making you healthy & keeping you healthy forever"
Jan 7
•
9A1 Capital
3
Share this post
Investing in a happier & healthier you!
9a1capital.substack.com
Copy link
Facebook
Email
Note
Other
December 2023
Screening for Hypergrowth Companies aka "Listed Startups"
2 Potential Unicorns in the listed world currently valued at around USD 150 Million each
Dec 28, 2023
•
9A1 Capital
2
Share this post
Screening for Hypergrowth Companies aka "Listed Startups"
9a1capital.substack.com
Copy link
Facebook
Email
Note
Other
A Rare Combination of Deep Value + Massive Growth Potential
An Iron & Steel Company with Multiple Triggers
Dec 15, 2023
•
9A1 Capital
Share this post
A Rare Combination of Deep Value + Massive Growth Potential
9a1capital.substack.com
Copy link
Facebook
Email
Note
Other
November 2023
A professionally run NBFC in the listed startup bucket
Institutionally owned with high quality management, consistent fast-paced growth at >30% YoY, solid risk-management
Nov 15, 2023
•
9A1 Capital
1
Share this post
A professionally run NBFC in the listed startup bucket
9a1capital.substack.com
Copy link
Facebook
Email
Note
Other
October 2023
Smallest ever smallcap with a legit business!
A listed dividend paying NBFC with steady growth and a focused plan for expansion
Oct 25, 2023
•
9A1 Capital
Share this post
Smallest ever smallcap with a legit business!
9a1capital.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts