Lemon Cakes Investing
RVI’m nobody and I have nothing to sell. This substack functions as a diary of investment ideas/thoughts that I think are interesting and to track how my thoughts change over time. Obviously not investment advice. I have no formal finance education.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 32 | Subscribers | Read | lemoncakesinvesting.substack.com |
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($SLGD/$SLGDD) Scott's Liquid Gold / Horizon Kinetics LLC: Not every reverse merger that glitters is gold
TLDR: Asset management company Horizon Kinetics LLC (HK) is going public via reverse merger into OTC microcap company Scott’s Liquid Gold (SLGD). It may be tempting to look at the reverse merger’s targeted/engineered $1.25/sh post-merger “I...
($FNV) Franco-Nevada Corporation: Gold royalty royalty in temporary turmoil
(Cover from my copy of Pierre Lassonde’s “The Gold Book”, 1994 edition. I randomly bought it off Amazon for $40 last year and I just checked around and saw that the lowest price for that edition is now around $200 —perhaps there’s an analog...
Portfolio review 2023, annual
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