Silba Stories

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

Episodes

  1. [6669] Wiwynn: The Heavy Metal Behind AI

    31 JAN

    [6669] Wiwynn: The Heavy Metal Behind AI

    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 it a compounder, or just high-speed logistics for the giants? --- To find out more stories and professional-grade research, go to https://silba.ai

    41 min
  2. [EVS] Tier-1 Castle on a Shrinking Island

    4 JAN

    [EVS] Tier-1 Castle on a Shrinking Island

    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 around EVS constitutes a moat. But switching costs only matter until the equipment refresh cycle resets them. The company pushed through 6-9% price increases whilst order intake grew 23%. Mission-critical reliability when 100 million people watch isn't negotiable. Yet. --- To find out more stories and professional-grade research, go to https://silba.ai

    47 min
  3. [CDA] Compagnie des Alpes: When Altitude Becomes the Moat

    31/12/2025

    [CDA] Compagnie des Alpes: When Altitude Becomes the Moat

    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 fixed costs work twice as hard. Behind the scenery sit 15-year average concessions decided by town councils, not markets. The story explores how climate, politics and seasonality collide in a business that feels safer than leisure, but never quite as certain as infrastructure. --- To find out more stories or professional-grade research, go to https://silba.ai

    48 min
  • 3 Episodes

About

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

Information

  • Creator
    Silba
  • Years Active
    2025 - 2026
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © Silba
  • Show Website
    Silba Stories