Tenfold Journal
Bid BirdQuality over quantity. Here we break down companies behind the stocks in a way that everyone understands. Available in English and Finnish.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 4 | Subscribers | Read | bidbird10.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Flash Entry: Lets understand Energy Fuels' $700M Convertible Senior Notes Offering
Let’s start with a change in mindset. Instead of thinking of this as a stock offering, we should think of this more as a bank loan that can be settled in cash, common stock, or a combination of both.
Portfolio Update: Q4/25
I debated with myself whether to include the previous quarter’s portfolio development in the quarterly updates, but after thinking about it for a moment, I decided not to. Q3/25 was one of the best quarters of my investment career, so belie...
C$1.2B to unlock 100 million pounds of uranium. Is Denison Mines a buy?
Denison Mines \- certainly one of the world's most famous uranium companies, is celebrating its 70th anniversary this year (2025). Founded by mining magnate Stephen Roman, the company also gave the initial spark to the current CEO of Global...
Nuclear fuels, rare earths & alpha emitters. What is this company doing?
Let's start with the obvious: There are hundreds of easier-to-understand companies in the mining sector than Energy Fuels - and perhaps that's why those who are more familiar with the company see a lot of value in it, while uranium bulls ha...
Authors
The writers behind this newsletter.
I write longform articles about investing and covering companies nobody else does.
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