Sitemap - 2025 - Sophon Capital Research

Financial Models

Initiations (Long-Term Holdings)

Trade Ideas

SaaS for Value Investors pt. I (The Opportunity at NCNO)

Trade Idea #7: HK-listed small cap with multi-bagger potential

eBay (EBAY) Initiating Coverage

Trade Idea #6

Trade Idea #5

Games Workshop (GAW) Initiating Coverage

Basic-Fit (BFIT) Initiating Coverage

Trade idea #4: U.S. insurer trading at steep discount to conservative SOTP

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