Panoramic Capital
[redacted]Diary of an investor
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 10 | Subscribers | Read | panocp.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
2022 H1 Review
Editor’s Note: Huh? 2022? What year is it? Yes - I know. It’s a weird feeling, hitting a publish button on this one. This is a memo I wrote for myself, summarizing H1 in July 2022. I didn’t publish it at the time because [insert some bad ex...
Half Baked: TX Group
Preamble: TX Group is a relatively complicated company, with many moving parts. This memo is meant to be a bare-bones explanation of why I own it.
PM Thoughts: Empathy
Empathy is an extremely under-discussed and underrated skill in investing.
Authors
The writers behind this newsletter.
Global small cap investor
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