🗂️ Portfolio Coverage
The following are companies and assets I actively track. Each card links to an in-depth memo or thesis write-up.
Capital One
Sector: Fintech / Bank
Last Updated: 2025-07-15
Consumer banking investment memo with Discover acquisition risk discussion and succession flagging.
MP Materials
Sector: Industrials / Mining
Last Updated: 2025-7-21
Rare-Earth “Mine-to-Magnet” Landscape (U.S. & Allies)