The intersection of fundamental and incentive-driven investing.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 53 | Founded | 4 years ago | Last Issue | 18 days ago |
| Active | |||||
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tarotcapital.substack.comLatest Issues
2026 Grants Digest vol 11
ETON VELO JPM APYX KVYO ACEL
First, congratulations to all of the heroes decided to buy WDAY after we discussed in February. I am a coward and didn’t believe (call it AI-psychosis, whatever).
Quick Note: Unusual Delights; Unusual Ends
American Drones are a long-term trend with an imminent catalyst
Drones drones drones! They’re the future! And the US military needs ‘em bad!
2026 Grants Digest vol 10
DMRC, PAHC, WTTR, GRND, FBIN
The 10th digest of 2026! With many more to come!
2026 Grants Digest vol 9
LAB case study, ULS, RPD, ABAT, SGMT
Solid collection of interesting grants and governance signals in this one.
2026 Grants Digest Volume 8
STRL, CCOI, ORLY, CRDO, ARQ
Crossed the 9k subscriber mark recently. Thank you all for your support!
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At the intersection of fundamentals and incentives.
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