Lemon Cakes Investing
RVI’m nobody and I have nothing to sell. Obviously not investment advice. I have no formal finance education.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 40 | Founded | 5 years ago | Last Issue | 19 days ago |
| Active | |||||
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lemoncakesinvesting.substack.comLatest Issues
Seeking a friend for the end of the world (of software as a viable business, apparently)
*This is a compilation and continuation of a series of substack notes I made starting on March 5. I’ve added some names and details since then to the point where it made more sense to just compile everything into a post. You can use the sma...
$TPL (Texas Pacific Land Co.): End of an era and opportunity for change
*I initially wrote this as just a quick substack Note, but given how much I’ve discussed Horizon Kinetics and its related companies in previous posts and the major change —and market reaction— that has recently occurred at the particular co...
Portfolio Review 20251231
Performance
While my usual lumpy and cautious strategy aided in avoiding the early “Liberation Day” tariff shock, many of the winners that carried the portfolio in 2024 saw major drawdowns through 2025 (BTC, TPL, FRMO, VNOM, GEO); large...
$MIAX (Miami International Holdings): Some quick thoughts ahead of the IPO
Intro
Launching it’s first options exchange, MIAX Options (currently 16.4% fo total US options market share), in December 2012, Miami International Holdings (MIAX) has since expanded into exchanges for equities (1.1% market share), as we...
($LB) LandBridge: An exchange trading floor of the Delaware basin
TLDR
If the famous oil royalty company, Texas Pacific Land Corp (TPL), is the “ETF of the Permian basin”, then LandBridge (LB) is an exchange trading floor of the Delaware. LB owns uniquely positioned surface acreage in the Delaware basi...
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