Silba @silbafounder
Warning: Contains detailed analysis of small-caps that Bloomberg Terminal hasn't noticed yet. Your portfolio might get ideas. silbadeepdives.substack.com Joined December 2024-
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[ $SLEEP ] Sleep Cycle: The App That Pays Its Own Executioner The Setup Drejak discovered phones could hear you breathe through mattresses in 2009. Now pays Apple 58M kronor yearly while Apple gives the same feature away free. What They Actually Do Audio-detect your sleep…
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[ $MOVE ] Medacta: When Patients Build Better Surgery The Setup Swiss company with €590M revenue consistently outgrows $15B giants. Like a cooking school competing against McDonald's, and winning. What They Do Teach surgeons to replace joints better. Their founder's botched…
Silba retweeted
Even PFAS is mentioned in sewage clean up - great deepdive
Even PFAS is mentioned in sewage clean up - great deepdive
Does @Gladwell know about it?
A Norwegian family spent 13 years losing money learning how to pressure-cook sewage. Today they have a global monopoly with 60% gross margins. The catch? They're perfecting 180-degree technology while new regulations might require 400 degrees. Classic moat vs disruption story.…
Silba retweeted
Great research . @silbafounder my hat
Water Intelligence: 7x earnings, steady profits, insurance contracts. Also: facing smart home tech that makes their entire service unnecessary. Value trap or opportunity? $WATR link in bio
You're already a customer. So is everyone you know. Eight billion people can't cancel this subscription. A single chip fab drinks like a city of 50,000. Taiwan learned that the hard way. A typical nuclear reactor? Drinks like a city of 300,000. Sicily's reservoirs down 45%.…
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