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No Deep Dives

Publishes Australian small-cap research, sum-of-the-parts analyses, and detailed portfolio reviews.

https://nodeepdives.substack.com/

Mentions31
Posts5
Latest post8 Jul 2026
Humm Group LimitedHumm Group: it's a SOTP Thesis Now??-8 Jul 2026
Millicom International Cellular S.A.Q4 2025 Portfolio Review-9 Jan 2026
Garrett Motion Inc.Q4 2025 Portfolio Review-9 Jan 2026
Dole plcQ4 2025 Portfolio Review-9 Jan 2026
Strathcona Resources Ltd.Q4 2025 Portfolio Review-9 Jan 2026
Chemring Group PLCQ4 2025 Portfolio Review-9 Jan 2026
Macfarlane Group PLCQ4 2025 Portfolio Review-9 Jan 2026
Barry Callebaut AGQ4 2025 Portfolio Review-9 Jan 2026
Shift4 Payments, Inc.Q4 2025 Portfolio Review-9 Jan 2026
Ashtead Technology Holdings PlcQ4 2025 Portfolio Review-9 Jan 2026
SSP Group plcQ4 2025 Portfolio Review-9 Jan 2026
Castellum AB (publ)Q4 2025 Portfolio Review-9 Jan 2026
Humm Group LimitedPortfolio Spotlight: Humm Group (ASX:HUM)-29 Dec 2025
GRG Banking Equipment Co., Ltd.Q3 2025 Portfolio Review-3 Nov 2025
Macfarlane Group PLCQ3 2025 Portfolio Review-3 Nov 2025
Barry Callebaut AGQ3 2025 Portfolio Review-3 Nov 2025
Millicom International Cellular S.A.Q3 2025 Portfolio Review-3 Nov 2025
Garrett Motion Inc.Q3 2025 Portfolio Review-3 Nov 2025
Alphabet Inc.Q3 2025 Portfolio Review-3 Nov 2025
Amcor plcQ3 2025 Portfolio Review-3 Nov 2025
Winpak Ltd.Q3 2025 Portfolio Review-3 Nov 2025
Humm Group LimitedQ3 2025 Portfolio Review-3 Nov 2025
Zegona Communications plcQ3 2025 Portfolio Review-3 Nov 2025
Barry Callebaut AGQ2 2025 Portfolio Review-1 Jul 2025
Millicom International Cellular S.A.Q2 2025 Portfolio Review-1 Jul 2025
Garrett Motion Inc.Q2 2025 Portfolio Review-1 Jul 2025
Linamar CorporationQ2 2025 Portfolio Review-1 Jul 2025
Amcor plcQ2 2025 Portfolio Review-1 Jul 2025
Sabre Insurance Group plcQ2 2025 Portfolio Review-1 Jul 2025
Chemring Group PLCQ2 2025 Portfolio Review-1 Jul 2025
LVMH Moet Hennessy Louis Vuitton SEQ2 2025 Portfolio Review-1 Jul 2025