Random Candy
Kris TuttleSmall 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 |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 84 | Subscribers | Read | ipocandy.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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.
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...
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!"
Stamping on the Horseshit
My grandfather was a champion gun dog and horse trainer. When I was a kid, I’d help him every summer. We dealt with *actual* horseshit a lot but he also used the term liberally as a metaphor.
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Founder of IPO Candy
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