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AdventuresInCapitalism | Small Companies–Big Upside

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Latest posts

Last updated 11 months ago

The Culling

11 months ago

I’m known as a hyper-concentrated investor. I take my best ideas, bet...

The Culling

11 months ago

I’m known as a hyper-concentrated investor. I take my best ideas, bet...

On China: Why the Real Risk is CNY 5, Not 9

about 1 year ago

In Macro investing, it’s critical that I have a roadmap of where...

On Playing Gold…

about 1 year ago

Last year, I wrote Part 1 of The Great Macro Dreamscape (Part...

Bad is Good

about 1 year ago

Everyone thinks of inflation as being purely a financial phenomenon. However, it...

Know Your Enemy

about 1 year ago

Whenever someone takes the other side of my trade, I want to...

The Blowoff

over 1 year ago

Last summer, I was having lunch with a friend at a plain...

2023 Position Review

over 1 year ago

It seems that everyone has a blog these days. Once a year,...

Just Smash the Buybacks

over 1 year ago

Great!! Another E&P that raised the quarterly dividend by two cents. Who...

Argentina Update

over 1 year ago

It is said that Argentina has an economic crisis roughly every decade,...

The Great Macro Dreamscape Part 1

over 1 year ago

In late March of 2020, one of the greatest wealth transfers of...

Kuppy and Mike Alkin “Uranium” Interview at the 2023 World Nuclear Association Symposium

over 1 year ago

Harris “Kuppy” Kupperman sits down with Mike Alkin, CIO and Founder of...