Shawarma Capital

Shawarma Capital

Seven Triggers. Twelve Months. CODA Wakes Up.

The Underwater Monopoly: Part 3 of 3

Shawarma Capital's avatar
Shawarma Capital
Apr 16, 2026
∙ Paid

Part 1 made the structural case. Part 2 ran the numbers. Part 3 closes the loop with the operational sequence by which the re-rating happens. Microcap defense technology stocks do not gradually drift higher. They sit at compressed multiples until a catalyst forces re-rating, and then they move in step-function fashion. Coda Octopus has at least seven of those triggers in front of it over the next twelve to fourteen months.

* * *

User's avatar

Continue reading this post for free, courtesy of Shawarma Capital.

Or purchase a paid subscription.
© 2026 Shawarma Capital · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture