More than research. The operational diary of a holding company executing deals, managing private/public assets, and investing in overlooked listed small caps.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 191 | Founded | 4 years ago | Last Issue | 4 days ago |
| Active | |||||
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hrmt.substack.comLatest Issues
SpaceX $SPCX The New Index Fund
We’re almost ready to release our long-awaited CMG report. That’s looking like a banger. But before we do (and honestly, to buy a little time), we wanted to share a few insights we’ve been collecting on how SpaceX has cheated us all.
By no...
Men in Black(line)
PoW #36 | The SaaSpocalypse Created This 59% Margin of Safety
As always, we’re trying to improve the formatting for you guys. Let us know in the comments if you like this new infographic and chart layout (below)!
A Fund Manager’s Guide to Field Research
You guys seem to have enjoyed last week’s post on bonds, so here’s the second part of this two-part series.
Again, I prepped these posts in anticipation of my interns arriving. It’s partly meant to train them, and partly to make sure they...
German Toll Bridge
PoW #35 | 32% ROIC, 17% EBIT Margin, 6.5x FCF, 0% Dilution
As you know, PoW is a series that combines both research and timing. We are not just displaying the business model of niche, undercovered companies and explaining their catalysts i...
A Fund Manager’s Guide to Bonds
This week, we are diving into a bit of a masterclass on a topic I think is absolutely crucial to understand. Consider this the first of a two-part series.
I actually prepped these posts in anticipation of my new interns arriving next week...
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Proud CEO of a mini-Berkshire. 22%+ CAGR since 2018. Former Hedge Fund Manager.
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