Capitalist Exploits is dedicated to finding asymmetric risk/reward investment opportunities. We publish 2-3 free articles per week and our Insider Newsletter (for paying subscribers 1-2x/mo).
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 173 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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substack.capitalistexploits.atLatest Issues
The Shorts Started Running
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Somebody built the biggest short position in gold miners in roughly a decade.
They were betting against a sector generating record free cash flow, carrying half the debt it had five years ago, and priced at its cheapest rela...
Insider Newsletter: Issue #334
Builders, parasites, debt spirals, and silent inflation taxes...this week's deep dive into markets, Bitcoin, and five stocks worth watching. Click to read.
Greetings, fellow outlaws!
Dying Isn't Dead
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Last Thursday Diageo, the biggest spirits company on earth, stood up and told the market that its sales had gone backwards, that it was going to spend $1.2 billion tearing up its own operating model to save a billion a year,...
Permission Slips
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Greetings, friends!
A few years ago I received a letter from my bank. Not a phone call, not a conversation, not a meeting with a man in a suit who could look me in the eye. A letter. It informed me that I was no longer a cli...
Insider Newsletter: Issue #333
Inside the global chaos shaping markets, from Persian tensions and EU censorship to value investing traps and deep analysis of the world's biggest spirits co...
Greetings, friends!
Audience Metrics
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| Subscribers | Engagement | 78 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Money managers investing in asymmetric setups globally, across many industries and themes. Macro + deep value investing.
macro, investing.
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