Whiteout Capital
Searching every public company on Earth, A-Z. Currently: Singapore, 528 stocks. Buying a few per year. Writeups + the walk on substack.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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whiteout.substack.comLatest Issues
Kneat Update #4.1 - Bye Bye
Kneat has been acquired by Thoma Bravo at a 38% premium to my writeup in Dec. 2025, 72% CAGR
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Tobila Update #3.1 - Reading Between the Lines of the Prodelight Partnership
Why Tobila's partnership with Prodelight may be about distribution, optionality, and the future of TobilaPhone Cloud.
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Cal Nano Update #2.4 - FY2026 Results: Why Boron Carbide May Be an Attractive Opportunity
California Nanotechnologies continues to diversify its customer base while early boron carbide projects may point toward a much larger long-term opportunity.
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Q2 2026 Review - Three key questions framework
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The views expressed reflect my independent research and opinions and are provided for informational and educational purposes only. They do not constitute personalized investment advice, a recommendation, or a solicitation...
Writeup #9 - Mako Mining: Turning Cash Flows Into Mines
A debt-free gold miner attempting to bring four mines into production across the Americas by the end of 2028 using only internal cash flow.
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Audience Metrics
Subscribers, engagement, traffic and sponsorship for Whiteout Capital.
| Subscribers | Engagement | 66 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Searching every public company on Earth, A-Z. Currently: Singapore, 528 stocks. Buying a few per year. Writeups + the walk on substack. Not investment advice.
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