EdgyFin
EdgyFinEdgyFin is a lone shark navigating the deep blue sea of financial markets - always hunting for a 3-5 year contrarian thesis with a retail edge. When I find it, Chomp! Chomp!
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 10 | Subscribers | Read | edgyfin.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
U308 Spot Price Hits a 16-Year High
Since the last update, late November 2023, my uranium portfolio P/L (%) has increased from +234.85% to +319.61%. The U308 spot price, floating around $80/lb. in November 2023, is now receiving bids of $105/lb.
Mea Culpa with a Side of Barracuda
I’m sorry. Recently, over a Sunday Bloody Mary at Molly Pitcher’s, a good friend told me that EdgyFin hooked him and then left him high and dry. Straight ghosted. Done caught the last train for the coast. He was holding back tears. Lots of ...
Uranium Portfolio Update August 2022
Here’s a quick end of August update on my uranium / nuclear energy thesis portfolio.
EdgyFin Portfolio Update June 2022
My portfolio is currently all in on a uranium / nuclear energy thesis (which I’ll detail in a later post). As I get better with excel and graphing, I’ll add some better charts and break downs. But until then, here’s an update…
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Hunting for an edge in the deep blue sea of financial markets. Swim with caution!
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