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TAM Regimes in Microcaps
A new framework
Dec 12, 2025
•
Franco Chomnalez
3
Sophon Microcap Atlas Update
An apology and 50% discount on our service
Dec 4, 2025
•
Sophon Capital Research
2
October 2025
SmartCraft: Forensic overlay and STS reading
Continuing Coverage | October 2025
Oct 27, 2025
•
Sophon Capital Research
6
Introducing the Sophon Trajectory Score
A new framework for evaluating business deterioration
Oct 27, 2025
•
Sophon Capital Research
5
CeriBell (CBLL) Initiating Coverage
A 5-minute EEG changing hospital workflows
Oct 27, 2025
•
Sophon Capital Research
5
1
FILA Group: Going deeper in the name
Continuing Coverage | October 2025
Oct 19, 2025
•
Sophon Capital Research
1
Kaltura: Revisiting the setup through a per share compounding lens
Continuing Coverage | October 2025
Oct 16, 2025
•
Sophon Capital Research
8
Spok Holdings: Looking at the math behind a LBO transaction
Continuing Coverage | October 2025
Oct 12, 2025
•
Sophon Capital Research
4
Trade Idea #12
A microcap with near certain odds of being taken private, trading at a 40% discount to net cash
Oct 10, 2025
•
Sophon Capital Research
7
AirJoule: Reframing the path to de-risking, dilution, and dollars
Continuing Coverage | October 2025
Oct 8, 2025
•
Sophon Capital Research
16
WM Technology Financial Model
Continuing Coverage | October 2025
Oct 8, 2025
•
Sophon Capital Research
8
Marketwise: Up-C Structure, Class A Economics, and an Appeal to Management
Continuing Coverage | October 2025
Oct 7, 2025
•
Sophon Capital Research
2
1
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