Komodo Capital
Sharing strictly personal investments, that I believe offer 100% upside in a 24 month timeframe. Concentrated U.S. market focus, emphasizing inflection.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | 3 years ago | Last Issue | 24 days ago |
| Active | |||||
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komodocapital.substack.comLatest Issues
Turning Point Brands ($TPB) is a Secular Growth Story Masking True FCF Power
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Disclosure: At the time of writing, I have a ~8% position at $90 / share. I may add, reduce, or sell my position without notice. This write-up is strictly informative, includes my opinions and does not constitute as fi...
Quick Update: DAVE Inc. ($DAVE) & ROOT Insurance ($ROOT)
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Disclosure: At the time of writing, I own a position in DAVE & ROOT. I may add, reduce, or sell either positions without notice. This is strictly informative, includes my opinions and does not constitute as financial a...
2025 Year In Review: Performance & Investing Lessons
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Disclosure: I may add, reduce, or sell any position without notice. This portfolio is strictly informative, includes my opinions and does not constitute as financial advice. Please do your own due diligence.
20...
Root Insurance ($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...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Komodo Capital.
| Subscribers | Engagement | 67 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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
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