
The intersection of fundamental and incentive-driven investing.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 48 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||

60%+ hit rate and 20%+ average returns for the 2026 digests YTD
As of 5/14/26 market close, the YTD performance of the collective 2026 digests:
LION, LXU, INTT, ACDC, LCID, AGL
Lionsgate Studios (LION)
When a company that "doesn't grant options" suddenly grants options.
One Small Step for a Compensation Committee…
MPTI, VCTR, ALIT
We’re seeing slower grant flow, which makes sense given the macroeconomic uncertainty.
AMD, AIRJ, VAC, RELY, SNDA, ALHC, ALNY
A ton of LT actionable ideas in this one, so if you were looking for a reason to jump on a paid sub, this is it.
Subscribers, engagement, traffic and sponsorship for Tarot Capital.
| Subscribers | Engagement | 66 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
At the intersection of fundamentals and incentives.
Self-taught corporate governance analyst. Always trying to feed my curiosity.
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