The Pale Blue Dot
Saad KhanSaad's thoughts on investing, macro and other eclectic musings
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 192 | Founded | 5 years ago | Last Issue | 9 days ago |
| Active | |||||
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saadkhan88.substack.comLatest Issues
EDM Resources ($EDM.V) - Small Market Cap, Big Potential
EDM is a ~C$60mm market cap company that’s building the Scotia Mine near Halifax, Nova Scotia (a tier 1 mining jurisdiction). The mine is an open pit zinc/lead/gypsum asset, currently on care and maintenance. The company aims to re-start th...
Betting on AI - Where Is The Moat?
A couple of years ago, Google’s Gemini had fallen behind competitors like OpenAI, leading to pressure on the stock price, and inviting comparisons to Yahoo’s demise in search. However, after some leadership changes, the Gemini 3 family rele...
Betting on AI - Introduction
Human history is the history of technological revolutions. Discovering fire, inventing the steam engine, and unleashing the power of ideas through information technology all led to major leaps forward in human civilization.
Over the last y...
Comstock ($LODE) Q2 Analysis
crashed >20% on Friday after posting what I thought was a solid report and conference call. The most important development is that the company’s first facility will be up and running in August, which is a major milestone. Management expects...
Iran Re-Escalation
There have been several significant geopolitical/macro developments since my last update and it’s a good time to take stock of where we stand, and how I’m positioning my portfolio going forward. There is a lot I got right about the big pict...
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Authors
The writers behind this newsletter.
Ex- investment banker with more than a decade of experience in M&A advisory, capital raising and equity derivatives. Now a business owner and investor. Based in Toronto, Canada.
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