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Welcome, quick introduction to myself and Arborator Capital.
We are a Czech-based investment fund and research team focused on global small and mid-cap equities, compounders, and asymmetric opportunities.
My investing journey started during COVID. Between 2022 and 2024, I managed a small friends-and-family portfolio and spent thousands of hours researching businesses across global markets. The results were decent, but nothing extraordinary. I performed roughly in line with broader markets.
During those years, I began building positions in several companies that would later become some of our biggest winners. At the time, many of these ideas were highly contrarian and deeply unpopular. I was researching companies such as Bloom Energy $BE , MP Materials $MP , and others long before they became widely discussed by investors. In many cases, the charts looked terrible and most investors wanted nothing to do with them.
In 2024, I tried to break into the professional investment industry. I pitched some of these ideas, including Bloom Energy, to several investment firms during interviews in Prague. Nobody was particularly interested. I didn’t receive a single offer, and looking back, that wasn’t surprising. I was young, had no institutional experience, and many of my investment theses looked completely different from market consensus.
There was even a period during 2024 when I seriously considered whether pursuing investing as a career made sense at all.
Then things started to change. The very companies that had been dismissed by most investors began proving the original thesis right. Bloom Energy became one of the most successful investments of my life, appreciating roughly 3,000% from the time I first started pitching the idea. The AI infrastructure story played out, power demand accelerated, and many of the catalysts I had expected started materializing. At the same time, investments such as MP Materials benefited from the geopolitical shifts and supply-chain risks that had originally attracted us to the opportunity.
As those ideas played out, I continued finding new opportunities across defense technology, drones, critical minerals, software, healthcare, energy, infrastructure and others.
One example was Elsight $ELS.AX , an Israeli drone connectivity company that I discovered while researching Australian market by A-Z method. I shared the idea with several friends months before it became more widely known, and it eventually became one of our most successful investments, generating returns measured in several hundred percent.
I also invested early in Lindbergh $LDB.MI and even travelled to Italy with my friend to meet management in person and better understand the business. It was one of our first in-person meetings with a management team. We hope to continue meeting management teams directly and occasionally share some of the insights and observations we gather from those meetings here on X.
We identified Nebius $NBIS with my friend as a unique AI infrastructure opportunity and invested before the story became broadly recognized by the market. We also benefited from the long-term growth of retail investing through investments such as XTB $XTB.WA , one of the leading brokerage platforms in Europe.
Last big winner was EQ Resources $EQR.AX . After recognizing the strategic implications of China’s restrictions on tungsten exports, I identified EQ Resources as one of the few meaningful western producers positioned to benefit from higher tungsten prices. That investment also generated returns of several hundred percent.
And those are only a few examples. Today, we measure our successful investments in dozens rather than a handful. In 2025, our portfolio generated returns well above 100%, and year-to-date performance in 2026 is approaching 70 % (BE excluded). While we are proud of these results, we remain fully aware that investing is a long-term game and that difficult periods inevitably come with success. 1/2
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