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Uzo Capital

Uzo
Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues22Founded2 years agoLast Issue11 days ago
Active

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uzocapital.substack.com
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Latest Issues

Pattern Recognition: Eposide 3 / Applovin (APP)

Applovin (APP) was my first write up in the “Who Am I?” series in June 2024 (at $70). I also used APP to frame the upside potential in Entravision (EVC) “Pattern Recognition” write up in March 2026 (at $3).

Today APP is trading at abou...

11 days ago
17

Interview: Playboy CEO / Microcap Club

I co-hosted an interview with the CEO of Playboy (Ben Kohn) last month.

As a reminder I wrote up Playboy (PLBY) about 18 months ago (link), it remains a core holding.

links: Youtube Spotify Apple

Thanks for reading Uzo C...

22 days ago
7
1

Pattern Recognition: Episode 2 / Merlin (MRLN) & AST Spacemobile (ASTS)

AST Spacemobile (ASTS) announced their spac merger in December 2020, priced at $10. After peaking at $19 in February 2021, the stock subsequently fell 90%, bottoming in April 2024 at $2. Today it is trading at $89, peaking at $133 a month a...

2 months ago
36
13

Interview: Contrarian Codex

I was recently interviewed by Mart, who runs Contrarian Codex.

Aside from discussing my background and investment process, we zoomed in on 3 names:

Comstock Inc (LODE),
LibertyStream Infrastructure Partners Inc (LIB.V),
Merl...

3 months ago
15

Video Call: Payments

Tomorrow (Friday 8th) at 11am ET (New York), I’ll be taking part in a zoom call with Erik from “Your Weekend Reading” on substack to discuss payment stocks.

I’ve written up 2 payment ideas (Remitly & Global Payments) in the last 6 mon...

4 months ago
7
2

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