Uzo Capital
Uzo| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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uzocapital.substack.comLatest Issues
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...
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...
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...
Who Am I?...Episode 10 / Global Payments (GPN)
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My sector is really out of favour…a few years ago we commanded growth multiples, now we are deep value.
I’m a large cap that recently complet...
Who Am I?...Episode 9 / Comstock (LODE)
Thanks for reading Uzo Capital! Subscribe for free to receive new posts and support my work.
I’ve undergone a unique corporate transformation that is now close to completion. From 2003 to 2021 my sole focus was mining. By the end of this y...
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