Investments
Everything we've published on individual companies and investment theses, in one place.
Published research
Half-Life (opens in a new tab)
An investment into an overlooked nuclear energy monopoly
Aug 22, 2026The Next Semiconductor Giant (opens in a new tab)
Looking Towards the Future of AI Compute & Inference
Jul 1, 2026Blood Money (opens in a new tab)
The most asymmetric way to own the end of cancer.
Jun 27, 2026The Next Layer of Consumer AI (opens in a new tab)
Securing the future
Jun 14, 2026Connecting The Future (opens in a new tab)
100% Upside in Plain Sight
May 3, 2026The Next AI Trade (opens in a new tab)
And how to take advantage
Mar 1, 2026Flying AI Space Datacenter Robots (opens in a new tab)
A company that sits at the nexus
Jan 12, 2026AI "Powers" Ahead (opens in a new tab)
If it can...
Jan 6, 2026A K-Shaped Pick (opens in a new tab)
Its time to sweat
Dec 29, 2025Regal Rexnord: A Pretty Boring Business (opens in a new tab)
With a twist...
Dec 23, 2025