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 | 168 | Founded | 2 years ago | Last Issue | 15 days ago |
| Active | |||||
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The Lifeguard
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Let me tell you about the most frustrating conversation in my professional life. I have it constantly. It goes like this.
Someone comes to us. They’ve read the research. They’ve attended the conferences. They understand the...
Insider Newsletter: Issue #332
Turkey's quiet Treasury dump, energy pivot toward Russia, and open rivalry with Israel reveal a deliberate geopolitical repositioning hiding in plain sight
Everyone Just Bought the Same Rocket
Paper Profits
The most spectacular earnings growth in the history of large-cap tech is being manufactured in a spreadsheet. Here’s the machinery.
A man at Uber recently said the quiet part out loud, and almost nobody noticed.
Priced for Peace
The oil price is falling and the war is supposedly winding down. Wall Street has decided that means the inflation is over. They have the machinery exactly backwards.
As of the writing, Brent just had its worst week in a month. The tankers...
Nothing Trades, Nothing Prices
There is a particular kind of comfort that comes from a number nobody has tested. You see it on a brokerage statement, on a fund report, on the glossy annual letter from an endowment that has spent two decades being held up as the smartest...
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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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