Hunting cashflow inflection points before the crowd.
Jun 12, 2026
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15 min read
The refinancing is done. The fleet is 34 rigs. The cycle is turning. The market is still pricing BORR like it might not survive the debt wall.
May 11, 2026
20 min read
Micron turned a commodity memory business into an infrastructure franchise — locking five-year contracts with the world's largest technology companies before most analysts figured out what HBM even was.
May 4, 2026
11 min read
Viper Energy owns the mineral rights under 86,000 acres of the world's most productive oil field.
Apr 27, 2026
Warrior Met Coal just completed a billion-dollar mine eight months ahead of schedule. The capex is done. The volume is contracted. The market is still pricing it like the project is a risk.
Apr 26, 2026
NRP has spent a decade paying off over $1.3 billion in debt. In November 2026, it finishes the job — and its entire free cash flow starts flowing to you.
Apr 12, 2026
A shipping company with 10 consecutive years of positive operating cash flow and continues to trade at 2.4x EV/EBITDA multiple.
