Archive - Opportunity Report

April 2026

Issue #67. April 2026

Apr 28 • Mike Kafanov

Blueprints for a Bounce: The Case for Nemetschek

Unlocked Edition #10. April 2026

Apr 27 • Mike Kafanov

Going Long on Long Haul

Issue #66. April 2026

Apr 21 • Mike Kafanov

Investing in the Worst Subscription Cancellation Flow on the Market

Unlocked Edition #9. April 2026

Apr 16 • Mike Kafanov

Four Plays in the Semi Supply Chain

Issue #65. April 2026

Apr 14 • Mike Kafanov

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