Undiscovered Compounders
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A world that stopped talking, and the portfolio I'm building for it.
1 thesis, 3 sectors, 9 companies, and why.
Jun 16
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Undiscovered Compounders
15
5
I Let 9,343 IPOs Speak for Themselves. Here's What They Said.
No opinions were harmed in the making of this analysis.
Jun 10
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26
5
9
Revenue and EPS 3x in 3 Years. 12x EBITDA. 50% Below Peers. The Cheapest Aerospace Compounder on the Nasdaq.
The downside is bounded, the upside is not. That is why I sized it big.
Jun 6
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Undiscovered Compounders
39
5
Atlas Salt: Reading Between the Lines of a $10M Raise
The brokers put their own balance sheet behind it.
Jun 2
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11
1
May 2026
5 Small Caps I Want to Own, and Exactly What I'm Waiting For
Hundreds screened. These 5 survived.
May 30
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21
5
The Science of Not Giving a F*ck About Drawdowns
3 flaws, 4 patches, backed by science.
May 22
34
7
13
$40M market cap vs. $120M in assets (and that's being conservative).
A better way to play Atlas Salt.
May 16
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20
3
3
Atlas Salt: The Best Risk/Reward Setup I’ve Seen in My Career
500+ hours of work condensed into 40,000 words, for free.
May 16
73
13
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Where I’ve Been and the Future of This Newsletter
From Masters of Compounding to Undiscovered Compounders
May 14
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4
2
April 2026
Why Smart Investors Should Scare You More Than Bad Ones
The story of a 4x I'm glad I missed.
Apr 21
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27
9
2
When Knowing the Future Makes You Go Broke
Lessons from Haghani & White (2024)
Apr 14
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28
3
5
99 Years of Wisdom Condensed Into 40 Mental Models II
Charlie Munger's 40 Mental Models — Part II
Apr 7
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46
2
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