Concentrated, contrarian research on unfashionable equities. Paid subscribers get the full portfolio and every trade as I make it.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 43 | Founded | 4 years ago | Last Issue | 19 days ago |
| Active | |||||
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The Sure Thing
The type of positions you’re sure will work out and later regret not sizing.
I recently asked my followers on X to share the stocks that they thought were “a sure thing”, which in itself is a funny concept as no investment can be certain....
Global Atomic ($GLO.TO)
I have held Global Atomic for almost two years now, and the position is down about 30% from my average.
I could go on and on about their Dasa project and the future prospects of what will be one of the world’s most impressive uranium mines...
Trade update 12-08-2026
Initiated a new position.
I have taken a speculative position in a gold developer.
LyondellBasell ($LYB)
I bought into LYB in August of last year at an average price of $50.30, when it was completely unloved: https://lasse108.substack.com/p/lyondellbasell-lyb
That position is up 25% and the stock is no longer in the doldrums it was then, but...
Trade update 10-08-2026
Update on changes in the portfolio
I've exited the smallest position in the portfolio. It was bought as a trade rather than a long-term holding, the thesis didn't play out, and I held it well past the point where that was clear. The cash w...
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| Subscribers | Engagement | 78 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Sporadically addicted, 27% CAGR since 2020
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