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MCapital

Growing a small portfolio in public. Long-only. No leverage. No options. Documenting my stock market journey here.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues8Foundeda year agoLast Issue4 months ago
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Latest Issues

Portfolio Update #3

These two notes sum up my last week in the markets well:

I have been on the sidelines observing the market. I’m taking this time to build some market screeners to see if I can spot the next wave/theme and their market leaders earlier in th...

4 months ago
4
1

Portfolio Update #2

This was a very choppy week. I went into it with a large cash position (69.3%) and only two positions - UNH and PYPL. I’ve been cautious because the QQQ and SPY have shown persistent weakness, we are seeing a growing number of down weeks on...

4 months ago
5

Portfolio Update #1

I’m changing the way I run this blog. It used to be for occasional fundamental research. Not anymore. This is now my personal journal where I’ll document the journey of compounding capital. I’m growing a small portfolio in public and sharin...

5 months ago
5
2

Biorem Inc. (BRM.V)

Business Overview

Founded in 1990, Biorem is a clean technology engineering company specialising in air emissions abatement. It designs, manufactures, and distributes advanced solutions to control odors, volatile organic compounds (VOCs...

a year ago
12
2

Canaf Investments Inc. (CAF.V)

Business Overview

Canaf, incorporated in British Columbia, has two wholly owned subsidiaries in South Africa:

  • Quantum Screening and Crushing (Pty) Limited

  • Canaf Investments (Pty) Ltd

Quantum, through its 70% owned subsidia...

a year ago
7

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  • MCapital

    Trader | Sharing my journey with full portfolio & trade transparency below. Not financial advice.

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