Effective later today, our subscription rate will increase for future subscribers.
When we started publishing, $10 was a fair price for a research letter finding its footing. It no longer reflects what this has become.
In the last three months alone, paid subscribers received: a full unit-economics breakdown of Paragon Advanced Labs built from direct email exchanges with management and the CEO taking our questions live — published before the McEwen MOU validated the deployment thesis; a competitive stress test of Perimeter's Claire device requiring multiple rounds of primary-source correspondence with the company; our Electrovaya thesis revisit published two weeks before the data center vertical went from roadmap to product; and the EnWave initiation, moved from watchlist to portfolio the morning the trigger we'd set publicly fired. Our best returns have been on n WidePoint and NeurAxis, and both are nowhere near where we are projecting from here.
Our track record is public. Every position, every entry price, every exit — including the losers — is published monthly.
Sergio & Lindsay
Again, thank you for your great service.