The Shadowfeed
JasonThe Shadowfeed makes concentrated investments in companies of exceptional quality.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 6 | Founded | a year ago | Last Issue | 15 days ago |
| Active | |||||
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P2 Gold
This is not intended to be a promotional piece. More of a working framework for understanding the asset and the opportunity I believe exists. For a formalized write-up, Edison’s coverage is a place to start.
Disclosure: the thoughts below...
Gold Macro Outlook
Gold is down ~20% from Jan. high, GDX is down 30%. The sell-off reflects a misunderstanding of how the monetary system actually works, not a deterioration in the thesis.
The dip is forced selling, not conviction. Gold ran from $2,0...
America on Its Knees: The Pink Gold Crisis
Perhaps you are unfamiliar with the fertilizer sector, and asking yourself the following:
Why should I care? Why now? What’s next?
It feeds the world. The system is cracking. We either build or get held hostage.
Disclosure
All f...
The Hidden Billion: Millennial Potash
All figures are in USD unless otherwise stated. This analysis is for informational purposes only and should not be considered investment advice. Mining investments carry substantial risks.
At C$1.30 per share and a C$130 million mar...
The MEG Bid Is Noise—Waterous Is Building an Empire
May 17, 2025
Never Financial Advice
TL;DR
Debating MEG is an interesting intellectual exercise—but it misses the point. This isn’t about one deal. It’s about a decade-long strategy playing out in real time, with Strathcona methodica...
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