- excerpt from Portfolio Update, 12 Oct 2025 Republished from the subscriber portfolio update from 12th October 2025. Full update is available exclusively for subscribers. Copper miner Taseko Mines is now my third biggest position with an unrealized gain of 118.3%. Taseko is expected to announce first cathode production from its Florence Copper ISR project in Arizona by year end, i.e. within the current quarter. The last update on Florence Copper was in August, and that cover

Every tech company CFO knows the double Irish Dutch sandwich. Before you start fantasizing, no, this is not the theme of an OnlyFans...

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I'm having a pretty good day. Portfolio is up 4.5%, almost all of it attributable to SMCI. I'm up 57.6% on the short position, initiated...

There are 4 illegitimate ways a company can grow revenue and maintain margins the way Nvidia has. The first, subtle way, is by offering...

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To sign up, send me an email at hello@kashyapsriram.com I am offering discounted pricing while I build out the website. If you subscribe...

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We sell GPUs to data center customers, booking sales in the P&L and accounts receivables on the balance sheet. We then turn around and...

i-80 Gold Initiation Report The company just raised C$115 million (current market cap: C$567.7 million) and has filed a shelf...

Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...

Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...