
We hunts for asymmetric investment opportunities and share our portfolio decisions weekly. These are personal opinions only - not investment advice.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 206 | Founded | 2 years ago | Last Issue | 9 days ago |
| Active | |||||

A Canadian microcap is being rebuilt in plain sight. Speculative, asymmetric, and possibly heading into the portfolio.
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Quick update on Spectra Systems ($SPSY.L).
On 22 May, the company announced an additional sensor order beyond the original $39.6M contract from June 2024. The new order is worth $1.3M, with deliver...
£125m for Playstack, a proposed £70m return at 140p, and a stub I don't have an edge in. The endgame I kept flagging has arrived. The thesis didn't break. It completed.
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If I had to throw out every investing book on my shelf and keep the work of one author, it would be Nassim Nicholas Taleb.
Not because he gives stock tips - he doesn’t. Not because he predicts mark...
Adjusted EBITDA up 78%, KSX at record profitability, every business firing at once. And there is a quiet re-rating catalyst nobody is pricing in.
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The writers behind this newsletter.
We hunts for asymmetric investment opportunities and share our portfolio decisions weekly. These are personal opinions only - not investment advice.
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