I believe that the nuclear renaissance, supply deficit, aswell as bifurcation of the supply, means this niche and unpopular sector could have multibagger returns.
Great energy market reads with special emphasis on uranium
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Sophon Microcap Atlas is a research platform focused on special situations and “compounders” below $500M in market capitalization. Our team is led by two former hedge fund analysts
A great source of small-cap investment ideas from prominent asset managers
Family man all day, engineer by day, portfolio manager by night. I’ve been trying to make investing simple for busy people like us. If that’s you too, welcome to the community!
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.
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