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Deep Sail Capital - Q4 2025 Investor Letter is now available on our website. The letter includes our long thesis on Sanuwave Health ($SNWV).
The fund returned 34.8% in 2025 and 38% in 2024 net of fees.
Deep Sail Capital
33.9K posts
Deep Sail Capital
@DeepSailCapital
Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
Shorts & Squeeze Corner: https://shortscorner.substack
Joined June 2013
- Things they should teach in high school: • Financial Literacy: (APRs, Budgeting, Taxes, Investing, and Credit) • Fitness (Not Sports): Eating Right, Exercise • Proper correspondence • Networking • Excel • Coding • Corporate Navigation • Sales / Negotiating • Happiness
- AFFIRM CEO: NOT WORRIED ABOUT $AAPL ENTERING BUY NOW, PAY LATER BC ITS ALREADY A HEAVY SATURATED MARKET WITH TERRIBLE ECONOMICS
- Advice to my 21 yr old self: 1) Take big risks in your 20s with your career and investments, swing for the fences. If you connect on a big swing it could materially change your life trajectory, and if you miss you still will likely learn more than not swinging at all.
- Top Investment Podcasts: 1) Invest Like the Best 2) The Knowledge Project 3) a16z 4) The Jolly Swagman 5) Scuttleblurb 6) The Acquires Podcast 7) Masters of Scale 8) Focused Compounding 9) How I Built This 10) North Star Podcast 11) Investing City Podcast What else?
- This is the best shorting opportunity set I have seen since late 2021. Easy targets across the board, paper handed retail holders, insane valuations, people YOLO single names and posting $1m gains. Just need to wait for it and press hard when the inevitable decline happens.
- Remember when you fake sold yourself your own NFT for like $48m. Sooo, the IRS is expecting its cut.
- Replying to @spooky_JL and @laurenbalikSuper low float Asian based IPOs Just find a shit Asian business to list and go to a crappy small time book runner and sell 5% float on Nasdaq. Then make sure you sell it to people that won’t lend it out to borrow, which creates a huge squeeze Then issue convertible debt or
- There are three options for what happened at DeepSeek: 1) They black ended an API from Llama or another open source LLM to help train their model, which means they just “borrowed” the LLM training logic. 2) They actually have a lot of H100s (as per Scale CEO has eluded too).
- Replying to @Divergent7651I didn’t much, 150% regret it. Honestly one of the best gifts a parent or grandparent can give a 20ish year old is travel.
- Finance / Investing Insights that I have Learned in the last 7 years on Fintwit:
