Warden Capital
Hawkins EntrekinMusings on public and private commercial real estate markets.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 28 | Subscribers | Read | warcap.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
An asymmetric biotech opportunity
This is something a bit different than my usual write ups, but I really find this stock interesting and wanted to create a summary as much for my own benefit as anything else.
Warden 2025 year end letter
Dear friends, I am writing to give my year end update. Please view our evergreen disclaimer here, I may have positions in stocks mentioned here, and none of this is investing advice
On AI and Oil
A common refrain I see today is that the market today can’t be in a bubble because the multiples are too low. Setting aside the many examples of insane multiples1 we do have, I believe these investors are fundamentally misunderstanding the ...
War Cap Q3 update
Dear investors, I am writing to give you our quarterly update on the War Cap fund.
Authors
The writers behind this newsletter.
Public / private CRE investor & Warden Capital founder. Would rather be in the mountains
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