Rogue Funds

Clear and in-depth insight for companies in the nuclear fuel and reactor development industries

1035 Capital's Substack

Every week, I share a writeup about a stock in my portfolio or on my watchlist that has the potential to appreciate rapidly over a <2-year horizon. Special emphasis on event-driven, reflexive, and microcap situations.

Researching inflecting microcaps

Macroeconomics and Investing

Research and articles about everything related to the Financial Markets