Capital Light | Luke Wolgram | Substack

Onging Coverage: [STOCK: Kneat.com]: Stacking Wins

Kneat continues to add customers, though ARR growth has slowed. Q3 earnings recap, and AI risks for software.

Jan 16 • Luke Wolgram

Recent posts

Capital Light in 2026

A New Post Cadence And A Clearer Content Framework

Jan 12 • Luke Wolgram

Initiating Coverage [ACTIONABLE IDEA #4]: Haypp Group

Hello Capital Light readers!

Jan 10 • Luke Wolgram

Ongoing Coverage [STOCK: XPEL]: Q3 Earnings Update

Hello Capital Light readers!

Dec 30, 2025 • Luke Wolgram

Ongoing Coverage [MARKET]: Expensive Markets

The current environment is making it difficult to find interesting companies and good valuations.

Sep 24, 2025 • Luke Wolgram

Ongoing Coverage [STOCK: XPEL Inc]: Q2 Sales & Earnings Beat and New Products Launch

Hello Capital Light readers!

Sep 4, 2025 • Luke Wolgram

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