@SebKrog

Small/Micro-cap Investor. Mostly value with a catalyst or special sits. Full write ups on my blog:

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Joined December 2020
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I built a Claude skill that gives me an overview of any stock in 5 minutes. It describes the business and what moves the P&L. The full skill is in the article:

How I Screen Stock Ideas in 5 Minutes with Claude

Last Sunday, I shared "How I Use Claude as My Second Brain for Stock Research". The method described in that article is for stocks I am actively researching. It is great for stocks you own or follow c…

Article · @SebKrog
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Do You Want to Be Right or Do You Want to Make Money?

The reason I’m writing this article is because I wanted to be right more than I wanted to make money. At least that’s what caused my 2025 to suck. And frankly, I think I’m not the only one who s…

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Ready for Stagflation? Positioning for the Oil Shock — Weekly Treasure Hunt #05

This post was orginally published on my newsletter here: https://treasure-hunting.co/

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A potential perfect storm coming for Colombia

While Latin America as a whole seems very attractive — a shift to right-wing politics, exposure to higher commodity prices — no other country offers as much upside on political elections as Colomb…

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