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Silba Stories

Silba

Warning: Contains detailed analysis of small-caps that your Bloomberg Terminal hasn't noticed yet. Your portfolio might get ideas.

PublishesTwice monthlyEpisodes4Founded3 months ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Silba Stories

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original story⁠

SIPEF is a Belgian-listed plantation group that grows, harvests, and mills crude palm oil across roughly 85,000 hectares in Indonesia and Papua New Guinea.

SIPEF produced a record $125m in net profit last year. It holds net cash of ... more

original story

Wiwynn builds the physical backbone for Meta and Microsoft, doubling revenue in just nine months.

Yet operating cash flow sits deeply in the red.

This is the "ODM Direct" paradox: explosive growth meets single-digit margins.

Is ... more

original story⁠

A Belgian startup solved tape's fundamental problem in 1994 and created an entire profession.

Today, 5,000 LSM operators worldwide know EVS equipment by muscle memory.

Every trained operator represents lock-in. Every workflow built... more

original story

While low-altitude ski hills melt away, Compagnie des Alpes has quietly assembled a portfolio of high-mountain monopolies and award-winning regional parks

Ski lifts print 52% EBITDA margins in winter, parks take over in summer, and ... more

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How many episodes of Silba Stories are there?

Silba Stories launched 3 months ago and published 4 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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