Komodo Capital
Sharing strictly personal investments, that can offer 100% upside in a 24 month timeframe. U.S. market focus, concentrated portfolio, emphasizing inflection.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 18 | Founded | 3 years ago | Last Issue | 5 months ago |
| Active | |||||
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komodocapital.substack.comLatest Issues
2025 Year In Review: Performance & Investing Lessons
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Disclosure: I may add, reduce, or sell any position without notice. This portfolio is strictly informative, includes my opinions and does not constitute as financial advice. Please do your own due diligence.
20...
Root Insurance ($ROOT) is a quietly Inflecting Opportunity
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Disclosure: At the time of writing, I own a position in ROOT. I may add, reduce, or sell my position without notice. This write-up is strictly informative, includes my opinions and does not constitute as financial advi...
Dave Inc ($DAVE) is Mis-understood, and offers 100% Upside in 24 months
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Disclosure: At the time of writing, DAVE is the 2nd largest position in my portfolio. I may add, reduce, or sell my position without notice. This write-up is strictly informative, includes my opinions and does not cons...
H1 2025 Portfolio Review
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Disclosure: I may add, reduce, or sell any position without notice. This portfolio is strictly informative, includes my opinions and does not constitute as financial advice. Please do your own due diligence.
Th...
Deep Dive: Why FTAI Aviation ($FTAI) Presents a Rare Opportunity
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Disclosure: At the time of writing, I own a significant position of FTAI in my portfolio. I may add, reduce, or sell my position without notice. This write-up is strictly informative, includes my opinions and does not...
Key Facts
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| Subscribers | Monthly Web Visits | Accepts Sponsors | |||
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Authors
The writers behind this newsletter.
26. Proud American. Concentrated, long-only, focus on U.S. & CA-based equity inflection. X: @komodo_capital
Frequently Asked Questions
How can I access the email archive for Komodo Capital?
You can find recent issues that have been published by Komodo Capital on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
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To find out how much an ad will cost, contact Komodo Capital using the contact information provided and ask for a copy of their media kit.
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