The investment world operates on a simple principle: Most people spend their time analysing what everyone else analyses. That creates perfect conditions for asymmetric returns - if you know where to look and how to think.
What Silba is not
This is not another investment newsletter telling you what stocks to buy.
You won't find any 'hot ideas' or portfolio tracking here.
No 50-page DCF models. No guru picks. No waiting for someone else's buy/sell calls. Those do have their place, don’t get me wrong.
What is Silba then?
In essence, deep understanding of overlooked companies, delivered in stories you'll actually enjoy reading while having a coffee.
No one needs to tell you what Nvidia and Microsoft does. You know that already. But the thousands of smaller companies out there? There’s untapped potential, and lots to learn from.
You leave every story with more knowledge than before you started reading it
Every deep dive breaks down:
How they came to be (the origins story)
How they make money (in plain English)
Numbers that actually matter (without the spreadsheet headaches)
Who runs the show (and why that matters)
What the market thinks (trying to make sense of squiggly price graphs)
What could go right or wrong (no sugar coating)
Information parity among investors keeps increasing. The edge comes from knowing what to do with that information. You could view these deep dives as case studies in how value gets created or destroyed in the real world.
The offer
Free membership
One well thought out Silba style analysis every couple of weeks
Full archive access to all deep dives
Ad-free, always
I hate ads as much as you do
Commitment
The commitment to myself first, and to all the subscribers, is that I will deliver consistently deep dives. There will always be iterations and new small experiments to keep adding quality to my process and to every single post, free or paywalled.
I plan to re-invest as much as I can into making the value to investors (you) greater.
What companies do you cover?
Regarding the selection, you probably have noticed I started with the German small-caps (SDAX, MDAX). The main reason is that there's never been a bigger valuation gap between European and U.S. stocks. And those small caps in Germany suffer a lot because of Germany problems, not necessarily their own problems. That indicates untapped potential in Europe. I do plan to continue with SDAX, and then cover other European markets, Nordics and UK included, and later take a shot at APAC markets as well. I’m open to hear your takes on this.
