Whiteout Capital
Software engineer and private investor publishing independent research focused on global microcaps. Not investment advice. See legal disclaimer on my website.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 2 years ago | Last Issue | 3 months ago |
| Active | |||||
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whiteout.substack.comLatest Issues
Watchlist #2 - Navios Maritime Partners - A beaten-down shipping conglomerate trading at 0.3x NAV
Deep-value assets in tankers, bulkers, and containers meet entrenched control and macro tailwinds.
The views expressed reflect my independent research and opinions and are provided for informational and educational purposes only. They do n...
Watchlist #1 - Aker ASA - Norwegian industrial conglomerate with an AI twist
Writeup on a founder-controlled Norwegian holdings company with industrial assets and emerging AI infrastructure and software.
The views expressed reflect my independent research and opinions and are provided for informational and educatio...
Writeup #5 - Azeus Systems Limited (SGX: BBW)
Temporary government contract masking a sticky SaaS compounder
The views expressed reflect my independent research and opinions and are provided for informational and educational purposes only. They do not constitute personalized investmen...
Changes to this Substack based on subscriber feedback
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 to buy or sell any...
1 min. poll to curate my content
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 to buy or sell any...
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| Subscribers | Engagement | 66 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Investor. Nothing I share is investment advice.
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