Investment Ideas

2026-10-03
Ethos, The Bear Cave, and Hunterbrook
Decoding the Framework: An Analysis of Ethos, The Bear Cave, and Hunterbrook…

2026-10-02
Greenland Energy: Fugazi Missed the Story
Fugazi called Greenland Energy ($GLND) "uninvestable at any price above zero." Most…

2026-10-01
Nvidia: Surging Risk Premia Meet Unsustainable Growth
Credit Spread Surge Almost everything has been said and written about NVIDIA…

2026-09-28
Mobilizing Citizens' Private Savings
Europe’s Desperate Quest for New Capital
Europe’s Desperate Quest for New Capital We hesitated for a long time…

2026-09-24
Does AI Revolution Eat Its Kids?
Does the AI Revolution Eat Its Kids? Artificial Intelligence implementation has taken…

2026-09-22
QVT Financial, The Bear Cave and Hunterbrook on $JXN
Investment Evaluation Short Report QVT Financials https://styx.capital/campaign/qvt-on-jxn/ Last week, Edwin Dorsey forwarded…


