r/smallcaps

Buy Wiki Cat, it will reach 1 Billion Market cap.

Every month we pull the trailing 1-year total return for every stock in our universe, rank them by market-cap tier, and publish the top performers. No opinions, no "buy this now" — just what actually happened, sorted plainly.

Why we do this differently: Most "top stocks" lists mix timeframes, cherry-pick lookback windows, or bury the methodology. Ours is simple: trailing 1-year total return (price + dividends), split by cap size (large/mid/small), recalculated on the same day every month.

$NAGE CEO spent the earnings call seeding a takeout narrative. 4 buyer universes:

🛒 CPG (Thorne/$PG $3.8B comp) → $NSRGY (Nestlé Health Science), $PG

💄 Beauty ("2 global skincare cos") → $LRLCY (L'Oréal)

💊 Pharma (Reata/$BIIB $7.3B comp) → $BIIB, for NB4168

📱 Telehealth → $HIMS

But: comp gated on $15 PSUs, so he's incentivized to talk his book. "In discussions" ≠ deal. No name, no LOI, no timeline. Real tell = a signed exclusive skincare supply deal w/ a named $LRLCY-tier buyer. Until then it's CEO optionality, not a catalyst

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I’ve been spending a lot of time looking at small and mid-cap companies, trying to find businesses where the market may be underestimating the opportunity.

I’m particularly interested in companies that have:

• Significant upside potential

• A real catalyst within the next 6–12 months

• Improving revenue/profitability

• A strong balance sheet or improving financial position

• A valuation that still leaves room for upside

I’m not looking for meme stocks or companies that simply could 10x.

I’m more interested in finding businesses where the potential upside is supported by improving fundamentals.

One I’ve been researching recently is CorMedix ($CRMD), but I’m looking to expand the watchlist.

What small caps are you researching right now — and what's the actual thesis?

I'd love to hear some ideas and do some digging.

Every month we pull the trailing 1-year total return for every stock in our universe, rank them by market-cap tier, and publish the top performers. No opinions, no "buy this now" — just what actually happened, sorted plainly.

Why we do this differently: Most "top stocks" lists mix timeframes, cherry-pick lookback windows, or bury the methodology. Ours is simple: trailing 1-year total return (price + dividends), split by cap size (large/mid/small), recalculated on the same day every month. You can check our math.

Every month we pull the trailing 1-year total return for every stock in our universe, rank them by market-cap tier, and publish the top performers. No opinions, no "buy this now" — just what actually happened, sorted plainly.

Why we do this differently: Most "top stocks" lists mix timeframes, cherry-pick lookback windows, or bury the methodology. Ours is simple: trailing 1-year total return (price + dividends), split by cap size (large/mid/small), recalculated on the same day every month. You can check our math.

GRVY’s market cap is approximately $480 million from premarket trading. Its most recent cash balance is approximately $460 million at current KRW/USD exchange rate. The company also generated roughly $35 million of net profit in the first half of 2026!!!
So after adjusting for cash, the profitable operating business is being valued at almost nothing.

Why so cheap?
Because Gravity was a notorious cash hoarder. It accumulated cash for years without dividends, buybacks or a credible capital-deployment strategy. Investors reasonably applied a huge discount to cash they might never receive.

Today may be the inflection point.
Gravity announced:
Its first dividend since founding
KRW 4,400 per share
KRW 30.6 billion total distribution
$200 million allocated to growth and strategic investments

Shareholder returns as an explicit part of its capital-allocation framework
GungHo owns 59.3%, so governance remains a risk. But GungHo also became more shareholder-friendly this year, increasing its dividend, adopting a minimum 50% payout ratio and completing a JPY 5 billion buyback.
The discount existed because the cash looked permanently trapped. If management is now willing to return and deploy it, GRVY’s current valuation looks increasingly absurd.

Can anyone tell me more compelling stock to own?