TFPM 2026-08-22 Triple Flag Precious Metals: Ravenswood Turns Optionality Into Duration
Capital Connoisseur Saturday, August 22, 2026
TFPM 2026-08-22 Capital Connoisseur Aug 22 UUUU $3.7B Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America
Joseph L. Shaefer Aug 22 LLY $1.2T Eli Lilly: Shaking Off Competition From The Dethroned Novo Nordisk
JR Research From X
Laughing Water Capital on X
@scottwilsonUSD @cfrischer1 just more of the same. no effort to explain why US RFID/part 15 needs all of lower 900 when the rest of the world functions fine with much less, & ignoring that $NN is meant to be just part of a system of systems.
Laughing Water Capital on X
@scottwilsonUSD @cfrischer1 Womack is seemingly in $WMT's pocket & claiming $NN will interfere with RFID. However, $NN has the proof that they do not interfere with RFID, so presumably Womack will go away.
Laughing Water Capital on X
@JoesAutopen yes - it is on Carr. The same Carr who has surely seen the real world testing that $NN has done, and still submitted a draft NPRM. Is it your belief that the real world data was negative, and Carr chose to purposefully put his head on the chopping block?
mavix on X
▫️$4058, $SLYG, $EVO, -undisclosed-, $LDB.MI, $CIRC.MI, $RDUE, $TRT.L
mavix on X
April 2026 portfolio update discloses position sizes, two new holdings, sales of FQT and ALLOG.PA, and earnings updates on BRM.V, FQT and EVO.
Laughing Water Capital on X
SpaceX, Amazon and mobile network operators may compete for $NN’s low-band spectrum, creating an extreme upside case if several parties need the asset.
mavix on X
I just published my Earnings Update about the Q1 2026 of Evolution $EVO $EVVTY. You can find it in the Portfolio section of the blog :) https://t.co/QXlBS93lji
mavix on X
Shelly’s German Amazon store is back, with its relays again listed as bestsellers and sold directly by Shelly rather than third-party resellers.
Investor Letters
All letters- Palm Harbour Capital second quarter
- Intrepid Capital 2Q 2026 +6.6%
- First Eagle Investments 3Q 2025 +9.2%
- Palm Harbour Capital third quarter
- Bireme Capital 2Q22 -1.4%
- Bireme Capital first five months of 2023 +8.0%
- Polaris Capital Management FIRST QUARTER 2026 +5.1%
- Polaris Capital Management SECOND QUARTER 2026 +12.3%
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