Sophon Insight

Sophon Insight

Home
Covered Stocks
Disclaimer
Archive
About
Similarweb (SWMB) - Keeping A Pulse on the Internet
A misunderstood SaaS name poised for reacceleration
 • Sophon Capital Research
We are back; discounted price
We are back from a short hiatus, and are lowering our subscription price as thanks to all of you
 • Sophon Capital Research
Ollamani, S.A.B. (BMV: AGUILAS) Initiating Coverage
Hidden Mexican cash generator with World Cup leverage, at stark discount to sum-of-the-parts
Published on Sophon Microcap Atlas • 
Drone Defense Disruptor Set to Undercut Competition by 12x Lower Prices
Direct Energy Weapon Provider Set to Dominate Anti-Drone Warfare
 • Alpha Ark Team
Rockhopper (RKH.L) - O&G Growth Story for 17 Cents on a Dollar
Under-the-Radar Offshore Development in the Heart of Falkland Basin
 • Alpha Ark Team
Bowim S.A. (BOW.WA) - Polish Net-Net with New Cycle Brewing
Potential Ukraine Peace Deal Play with 63% Insider Ownership, Trading at 76% NCAV, 0.5x P/TBV and 2x EV/EBITDA
Natural Gas Monopoly with Avalanche of Catalysts for 7x P/E
5x Utility Play with Growing Insider Ownership
 • Sophon Capital Research
Sophon Insight
Sophon Insight
Primary research, industry intel, investor experiences & events, frameworks, and more from Sophon Capital Research and Sophon Group Holdings
Recommendations
View all 13
DIY Investor's Newsletter
DIY Investor's Newsletter
DIY Investor
User's avatar
Sophon Microcap Atlas
Sophon Capital Research
Safe Harbor Stocks
Safe Harbor Stocks
Safe Harbor Stocks
Hidden Gems Investing
Hidden Gems Investing
Chris Waller
Macro Mornings 💡
Macro Mornings 💡
Alessandro (Macro Strategist)
Socials
X / Twitter

Sophon Insight

AboutArchiveRecommendationsSitemap
© 2026 Alpha Ark · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture