Three small caps from my watchlist (August 2026)
EverQuote, an $864 million digital insurance marketplace, and PAR Technology, an $808 million restaurant software provider, lead a…
Substack
Everything we have picked from this writer, newest first.
EverQuote, an $864 million digital insurance marketplace, and PAR Technology, an $808 million restaurant software provider, lead a…
Grab’s main holding risks are competition, sustainable profitability and valuation, with entrenched ride-hailing and delivery positions…