Whiteout Capital
Researching underfollowed global small & micro caps and identifying the few questions that determine long-term outcomes.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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whiteout.substack.comLatest Issues
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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Writeup #8 - Constellation Software: Mispriced or Broken?
After a 55% drawdown, is the VMS king broken, or is the market misreading AI?
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2026 Q1 Review
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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...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Whiteout Capital.
| Subscribers | Engagement | 65 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Generalist investor focused on global microcaps with an intriguing 3-year outlook. Storyteller at heart. Not investment advice.
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