The Solo Capitalist
KeenanExploring markets, startups, and asymmetric opportunities
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 87 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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ksugarte.substack.comLatest Issues
The Google Deal
I’ve spoken to a few people about Berkshire’s $10 billion Alphabet investment, and many seem to label it as a statement of pure AI conviction.
I think the deal structure shows something very different.
At a 6.3% discount (priced at $351.8...
Advice I Would Give a 20 Year Old
A few weeks ago, I had a chance to judge at my alma mater’s fourth annual Innovation Showcase, where they highlighted top students who pitched their startup ideas. Out of the top 50, 6 were selected to showcase their ideas.
Before the even...
The Business of Trust
Coming back from the Berkshire Hathaway annual shareholder gathering, I felt it was timely to talk about something that has bothered me since I started my career in corporate finance…and something that still catches up with me today even th...
Why AI Will Never Replace Great Investors (Part 2)
Back in November 2024, I wrote a piece about why I felt that AI will not replace great investors, and I still keep that stance today. The focus of that article was on creativity, arguing that creativity plays an important role in achieving...
The Cloud of Politics
Before I write this essay, I have to just flatly state that I do not support any political party. Not Republican. Not Democrat and nothing in between. What I support is objective truth, whatever that truth may be. I would rather have truth...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Solo Capitalist.
| Subscribers | Engagement | 65 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
Exploring markets, startups, and asymmetric opportunities
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