Shawarma Capital
Wrapping deep research on hardware, semis, defense autonomy, and more, into long-form (and and casual short-form) memos you can actually digest.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 81 | Founded | 5 months ago | Last Issue | 8 days ago |
| Active | |||||
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research.shawarmacapital.netLatest Issues
$BRUN: The Ninety Percent Illusion
The gap between Boost Run's 94.5 percent reported margin and its real economics, and why the de-SPAC discount already closed.
There is a version of the Boost Run story that is genuinely compelling, and I want to start there, because the pe...
The Voice on the Frequency - My Flight Demo
August 27, 2026. $MRLN closed at $3.52 today, roughly a $355 million market cap on 101 million basic shares. I am long, it is the largest position in the book, and none of what follows is investment advice. Last week, in the management call...
August Portfolio Update: The Book Is One Name Now
Tuesday morning, 8:46 Pacific, I sold every position I owned and put the entire book into Merlin Labs at $3.17.
Not trimmed. Not rebalanced. Sold. Every position closed inside a few minutes, including the one that had been more than half m...
$MRLN: What Management Actually Said
An hour with Matt George. The C-130J program is two pilots down to one, not unmanned, and five other things that change how I model Merlin Labs.
I got an hour with Matt George. Founder and CEO. Brian Alger sat in for the front half and the...
$AMPG: The Filing Says The Margin Improved Because The 5G Business Shrank
I sold AmpliTech at a 19.6 percent loss. The 10-Q says gross margin improved because the 5G ORAN sales did not recur, which inverts the thesis I published three times. Plus the purchase agreement clause that guaranteed no margin on the anch...
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Wrapping deep research on hardware, semis, defense autonomy, and more, into long-form (and casual short form) memos you can actually digest.
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