Flashpoint Capital
Deacon BrantleyDeep dives and more for growth-minded investors. Finding the next generation of compounders before everyone else.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 25 | Founded | 3 months ago | Last Issue | 9 days ago |
| Active | |||||
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itsdeacon.substack.comLatest Issues
Ignition Portfolio Update #6
Week of August 8, 2026.
Saturday, August 8, 2026 · Two trades this week.
The Economics Of Hype
1. Not a Single Share
On January 4, 2021, not one share of Signal Advance changed hands.
Not a single one. Zero volume, all day. It was a tiny Texas-based company working on analog signal components, trading over the counter at sixty...
REalloys: The Deep Dive
In a factory in southern China, a furnace runs at two thousand degrees.
Inside it, a remarkably boring grey powder is being turned into metal. The powder is called dysprosium oxide. It is worth more per pound than silver, and almost nobody...
Ignition Portfolio Update #5
What a week!
Saturday, August 1, 2026 · Five trades this week.
Who's Afraid Of Open Source?
There’s a Beijing-based research lab called Moonshot AI, and most Americans have never heard of it.
Its researchers have spent years and hundreds of millions of dollars training a model called Kimi K3. On the benchmarks that matter, it’s n...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Flashpoint Capital.
| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Investor, writer, and lover of life.
Frequently Asked Questions
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