ELMT

The Elmet Group (Nasdaq: ELMT). Tungsten and molybdenum parts for defense and semiconductors. First write-up July 2026.

Five More Earnings Updates!

Five quarterly updates on names from the write-up archive. I compare against guidance and discuss what actually matters underneath the headline numbers.

by Fajasy

Aug 16, 2026

UUUU

Five Names Worth Revisiting

A fresh look at five names from the archive, plus a quick recap of the market backdrop. For each name, I cover what happened to the business while the stock moved, where the mispricing has widened, and whether I'm adding at current prices.

by Fajasy

Aug 2, 2026

ELMT

Overlooked Tungsten Play

China choked off tungsten, and the miners already ran 10x. The hardest input to secure is high-purity powder, and chipmakers are now switching to molybdenum. One overlooked American name is positioned for both.

by Fajasy

Jul 2, 2026