Our May 2026 Tear Sheet is Available...
For more Fund information, check out our website or email us.
Please view the disclaimer at the bottom of the tear sheet.
Absolutely huge year for us as we go into our 4th calendar year. We keep chugging along. So happy with most of our portfolio companies and their managements. Over 80% of the portfolio has been held for over a year or longer which is something I am super proud of.
Our December 2025 Tear Sheet is Available...
If you are an interested investor, please fill out our contact form: https://t.co/RlU6h589a6
For more Fund information, check out our invest page: https://t.co/FWrCmJODhO
Last month was our official end to the 2nd year of the fund. It was a rough year riddled with mistakes but I am super excited for Year 3. (As our recent tear sheet shows) You can check out the letter on the blog.
Our Q4 2024 Letter To Investors is now available on the blog:
https://t.co/dHR2REja29
It is also available in PDF format on our Invest page: https://t.co/UifKPvl0GZ
Our May 2025 Tear Sheet is Available...
If you are an interested investor, please fill out our contact form: https://t.co/RlU6h589a6
For more Fund information, check out our invest page: https://t.co/FWrCmJODhO
Our March 2025 Tear Sheet is Available...
If you are an interested investor, please fill out our contact form: https://t.co/RlU6h589a6
For more Fund information, check out our invest page: https://t.co/FWrCmJODhO
ASPI can officially enrich C-14, Si-28, and Yb-176 commercially, proving their tech.
I have released our $ASPI report where I estimated the FW EBITDA and value both entities while explaining potential for each business line.
It's in the usual place.
@Sophoninvest Another vote for @JohnHuber72 at Base Hit Investing and a relatively unknown newcomer, Jacob Rowe @RogueFunds https://t.co/mWifE46afG
Both N.C. guys. There's something in the water here...
The Company has been advised by senior management at the Bank that they are targeting credit committee review of the loan by the end of April and that the Dasa Project aligns with US foreign policy and investment goals. https://t.co/0H8H0oBXCj
When we get news on Ytterbium I will release our final write-up on $ASPI and QLE, modeling out the next couple of years and coming up with a valuation for each entity. This will be my last write-up on $ASPI outside of letters.
Our February 2025 Tear Sheet is Available...
If you are an interested investor, please fill out our contact form: https://t.co/RlU6h589a6
For more Fund information, check out our invest page: https://t.co/FWrCmJODhO
Our January 2024 Tear Sheet is Available...
If you are an interested investor, please fill out our contact form: https://t.co/RlU6h589a6
For more Fund information, check out our invest page: https://t.co/FWrCmJODhO
Our Q4 2024 Letter To Investors is now available on the blog: https://t.co/K2Jehy3jyF
It is also available in PDF format on our Invest page: https://t.co/FDC4pBI5D8
Thanks for the 2 shoutouts in your recent article! @StockJabber I truly appreciate the support and I HIGHLY suggest everybody goes and checks out the resources on his most recent article. @BearCaveEmail
Our November 2024 Tear Sheet is Available...
If you are an interested investor, please fill out our contact form: https://t.co/RlU6h589a6
For more Fund information, check out our invest page: https://t.co/FWrCmJODhO
Our October 2024 Tear Sheet is Available...
If you are an interested investor, please fill out our contact form: https://t.co/RlU6h589a6
For more Fund information, check out our invest page: https://t.co/FWrCmJODhO