$40M market cap vs. $120M in assets (and that's being conservative).
A better way to play Atlas Salt.
I found a way to get exposure to the Atlas Salt opportunity with a better risk/reward ratio. Of course, I put my money where my mouth is on this thesis; it’s now about 10% of my portfolio (ex-Atlas Salt itself).
It’s just basic math drowned in obscurity. Almost nobody who knows Atlas Salt even knows this other company exists.
Of course, Great Atlantic Salt still has to be built.
If you have no idea what I am talking about, start with my full Atlas Salt thesis. It is the foundation for everything that follows here.
It came to me just as I was falling asleep. The idea felt like a eureka moment. But it quickly felt so obvious that it became suspicious.
I spent half the night checking whether I was missing something. And no, I was not. I had found a better way to play the same setup.
This is the joy of microcaps. Alpha is common. It is just extremely well hidden.
This time, it will not take 40,000 words. Just 8,000. The setup rests on Atlas Salt, with one structural subtlety that changes everything.
The alpha is the name. The full deep dive is for paid subscribers only.