Concentrated, contrarian research on unfashionable equities. Paid subscribers get the full portfolio and every trade as I make it.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 45 | Founded | 4 years ago | Last Issue | 11 days ago |
| Active | |||||
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lasse108.substack.comLatest Issues
Trade update 16-09-2026
Update on changes in the portfolio
I have completely exited Scully Royalty, and have added Braskem on the ubs downgrade drop.
August 2026
Reviewing the performance for August 2026
The return for the month was 4,52%, which brings the YTD to 18,76% by the end of August.
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.
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Sporadically addicted, 27% CAGR since 2020
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