Our Letters
Two letters: the USA Small Caps Journal — issue one is out — and the Turnaround Letter, which we're still building. Hand-picked ideas, clearly reasoned and honestly followed up, with no price-target fireworks and no jargon.
USA Small Caps Journal
Free during launchSmall, often-overlooked US companies: this is where ideas beyond the big indexes come to life — thoroughly researched, with the reasoning, the risks, and everything that belongs with it.
An in-depth deep dive on an overlooked US small-cap every two weeks — as a PDF straight to your inbox. Exclusive: these deep dives don't appear on the website. As a welcome, we'll send you the current issue as soon as you confirm.
Sign up for free
The launch period is free. The Journal will become paid later — subscribers who join now keep preferred terms.
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Turnaround Letter
In progressCompanies that stumbled and might still pull off the turn: the Turnaround Letter looks exactly where the market has already written names off — and checks whether the turnaround actually holds up.
What happens next
Issue 1 of the USA Small Caps Journal is out — sign up above and confirm your email address, and we'll send it to you right away. The next issue follows every two weeks; starting with issue 2, these deep dives run exclusively in the Journal, not on the website. We're still building the Turnaround Letter: we're taking the time it needs so you get ideas we genuinely stand behind, not filler.