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2026 Grants Digest Volume 2
KOPN, APLD, ULCC, WLFC, RYAM
Jan 15
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ZG
2026 Grants Digest Volume 1
IRBT (RIP), PAYO, MNRO, HALO, EMR
Jan 2
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1
That's a Good CAGR, Hock
AVGO Aims for the Moon
Dec 7, 2025
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2
Most Popular
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Aritzia: Store Expansion Story at a Discount
Apr 2, 2023
•
Doug O'Laughlin
11
2
Imitation is the Sincerest Form of Flattery
Sep 23, 2023
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,
Oswald Value
, and
Doug O'Laughlin
8
Case Study: Money for Nothing
Feb 20, 2025
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16
1
Part and Parcel
Feb 10, 2025
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6
Will it Blend?
Mar 20, 2025
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4
Exciting Changes Ahead–Introducing Tarot Capital
Feb 9, 2025
•
Doug O'Laughlin
and
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11
1
Latest
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Discussions
Fall Grants Digest vol 3
LWLG running to the exits, ESTC, IPGP, RDNW, BFLY
Nov 7, 2025
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3
Fall Grants Digest vol 2
Opendoor (OPEN) and Oracle (ORCL); CCB, FDS, DRI, NN
Oct 24, 2025
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2
2
Fall Grants Digest vol 1
5 Ideas: DOMO, DEA, RXT, MG, W
Oct 9, 2025
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2
1
Tariffs and Engines and Axles, Oh My!
A cluster of industrial ideas
Sep 25, 2025
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2
Reviewing Some YTD 2025 Ideas
Trusting the Process
Sep 11, 2025
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3
3
Late Summer Grants Digest
TGEN, GIC, TDY, TPG, WFC, BLCO, FNKO, EHAB, AMPY, LASR
Aug 29, 2025
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2
Mid-Summer Grants Digest (pt 2)
CECO, IREN, ATLN, INCY
Aug 12, 2025
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3
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Tarot Capital
The intersection of fundamental and incentive-driven investing.
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