The Micro-Capo

The Micro-Capo

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The Micro Capo Portfolio: Thesis Tracker (2027 Targets)
I put together a table with all the companies I own, including a short description, the main catalyst, and a potential 2027 price target.
Jan 13 • Rodrigo Lezama
December Update
Happy New Year to everyone.
Jan 7 • Rodrigo Lezama
Myers Industries (NYSE: MYE)
A Simple Industrial Reset
Dec 19, 2025 • Rodrigo Lezama
Optex Systems Holdings ($OPXS)
Q4 FY25 & Full Year FY25 Quarterly Report
Dec 18, 2025 • Rodrigo Lezama
REO Plastics ($REOP)
-- A Boring Business Hiding a Real Opportunity --
Dec 16, 2025 • Rodrigo Lezama
November Update.
Disclaimer:
Nov 23, 2025 • Rodrigo Lezama
Velo3D ($VELO) – Q3 2025 Earnings Review
A quarter that confirms the turnaround is taking shape.
Nov 22, 2025 • Rodrigo Lezama
Velo3D ($VELO) –
Building the Digital Foundry for America’s Next Industrial Cycle
Oct 31, 2025 • Rodrigo Lezama
The Micro-Capo
The Micro-Capo
The Micro-Capo is a blog where I share news and articles on companies I like or own. I follow these companies quarterly to deepen my knowledge and post my write-ups here to share my insights.
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