Archive - nVariant Capital Fund

New Glenn isn't the future

Its the last gasp of a past we should be happy to be leaving behind

Dec 10, 2024 •

nVariant Capital Fund

October 2024

Is ISSC about to hit a high growth inflection point?

Or will it be felled by a dragon lurking on its balance sheet?

Oct 11, 2024 •

nVariant Capital Fund

September 2024

Intel has done it!

Sep 4, 2024 •

nVariant Capital Fund

August 2024

Asteroid Mining for Earth will fail

But Asteroid Mining will still be hugely successful

Aug 21, 2024 •

nVariant Capital Fund

July 2024

My current favorite stocks

Are in China, ugh

Jul 29, 2024 •

nVariant Capital Fund

June 2024

Don't fight the tape

Keith Gill's huge GME options mistake is why I like my MOMO purchase so much

Jun 13, 2024 •

nVariant Capital Fund

Charlie Munger created a crazy incentive system

And it helped make Munger, Tolles & Olson the best law firm in the country

Jun 1, 2024 •

nVariant Capital Fund

May 2024

Why is SRG Preferred falling?

Is a disturbing conspiracy theory true?

May 22, 2024 •

nVariant Capital Fund

Apple's M4 is more bad news for Intel

ARM doesn't appear to be running out of steam any time soon.

May 15, 2024 •

nVariant Capital Fund

May 14, 2024 •

nVariant Capital Fund

Did Mr. Market have a stroke this morning?

No, not GME, talking about SRG and its preferred

May 13, 2024 •

nVariant Capital Fund

April 2024

Big new deal announced by Akili (AKLI)

But still the same old shareholders

Apr 30, 2024 •

nVariant Capital Fund

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