Our Favorite Tiny Titans for 2026
Preparing for the new year
Dear Partner,
It’s Christmas week!
For a lot of Partners, this means they are spending time with their family.
This is just as it should be! Never take your family and loved ones for granted.
You should enjoy every single moment you have with your parents, (grand)children, …
For us, the end of the year also means we are preparing Our Portfolio for the new year.
What will 2026 bring for Tiny Titans?
I would not be surprised if 2026 becomes the year of small caps.
Small caps tend to outperform the market:
If you combine small with quality, your outperformance becomes tremendous:
Small caps are now trading at their lowest relative valuation level of the past 40 years (!):
This is the perfect setup for great results.
Our Favorite Tiny Titans for 2026
I look for Tiny Titans that are high quality.
We use the following characteristics:
Market cap < $3 billion (small companies outperform)
Net Debt / EBITDA < 3 (healthy balance sheet)
No extra shares issued in the past 3 years (we don’t like dilution)
Net Profit Margin > 10% (high profitability)
ROIC > 15% (great capital allocation skills)
5-year average Revenue growth > 9% per year (attractive growth)
5-year average EPS growth > 11% per year (attractive growth)
Over 250 companies match these criteria.
Here are a few examples:
Source: Fiscal.ai - Get a 15% discount via this link
Some of my favorite companies in this list?
Interparfums ($IPAR): Designs, licenses, manufactures, and sells branded perfumes and fragrances for luxury fashion houses.
LeMaitre Vascular ($LMAT): Sells specialized medical devices used by vascular surgeons.
Napco Security Holdings ($NSSC): Makes electronic security products like alarms, access control, and fire systems.
XPEL ($XPEL): Develops and sells protective films for vehicles and buildings.
iRadimed ($IRMD): Sells MRI-compatible medical devices such as IV pumps and patient monitors to hospitals.
What’s even more interesting?
This Saturday, Partners of Tiny Titans will get a list with our 10 favorite Tiny Titans for 2026.
Stay tuned!
Launch of the Community
Two weeks ago, the Community of Tiny Titans launched.
It was a massive success.
All Partners are in this together and we keep making progress.
The most exciting news? The best is yet to come!
Tiny Titans
The doors to Tiny Titans are closed right now.
The only way to get in?
When someone else gives up his/her spot.
Tiny Titans is not for everyone.
That’s why we use an application list.
You consider joining when the doors of Tiny Titans ever open again?
You can apply here:
Small Companies. High Quality. Big Potential.
Pieter
PS Go to the application list here













That's a solid list.