Weekly Discovery Reports
Discovery reports
A first-pass look at a company. Not a full pitch, but enough to decide if it’s worth more work. Covers the basics – business description, situation, valuation snapshot, and our variant view. The goal is simple: sort quickly between reject, advance, or monitor. Weekly and free.
Idea notes
This is the Idea note section; It’s a collection of early signals – companies mentioned in fund letters, blogs, or by sharp investors online. Not a full pitch, just a starting point for ideas that might be worth a more in-depth look.
