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Random Candy

Kris Tuttle

Small bits of candy that don't have a place on IPO Candy - some sweet, some sour, some hot, might even be gummies in here.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues86Founded6 years agoLast Issue6 months ago
Active

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Latest Issues

Front Running AI-driven Labor Glut?

I’m a heavy user of AI tools and as they mature and increase penetration it will be possible to automate many “information jobs” and better robots will mean we can also do away with jobs like flipping boxes in warehouses so the bar code is...

6 months ago

Parsing Planet MicroCap Toronto - Part I

Sticking to our buckets of investments, prospects, speculations and rejections.

As noted we’re sharing more of our “research exhaust” to illuminate more of our process for others plying the trade and looking for ideas to pursue on their ow...

7 months ago
2
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Tariff Math Update

Back in May I published our first note on this topic Tariffs are not String Theory but then they did kind of turn out to be theory due to delays in implementation and work arounds like bonded warehouses, extra inventory and re-routing.

No...

9 months ago

My Last Biotech

I’ve been a technology investor for over 40 years. I should stay in my lane but it’s hard when you do research and get smart enough to be dangerous. Every so often I get into a situation in biotechnology that is so fascinating and compellin...

a year ago
4

Tariffs are not String Theory

During recent congressional testimony, Scott Bessent was unable or unwilling to discuss even simple aspects of tariffs, instead saying, "It's complicated!"

This doesn’t require a Richard Feynman lecture - it’s covered in first-year economi...

a year ago

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