FansUnite

The Momentum Letter Posts

• FansUnite Investor Deck
  FansUnite Investor Deck
• Leveraging Emerging Market Trends
  Given the benefits of the sector-based approach, why not try to find sectors and subsectors that no one else seems to be paying attention to? […]
• FansUnite: An Inflection Investing Pick
  As I covered in a recent post on Inflection Investing tech and software businesses can scale very quickly. And when they do much of the […]
• Being Right First – Inflection Investing
  Often the clues pointing to a shift in profitability of a company or companies in a sector are signaled slightly ahead of time and go […]
• FansUnite: An Inflection Investing Pick
  As I covered in a recent post on Inflection Investing, tech and software businesses can scale very quickly. And when they do much of the […]

The Investors Round Table Articles

• Silver is shining: 5 Canadian junior silver stocks with something to prove
  Silver is popping. As of September 24, 2026, it was trading around US$63.49, after trading over US$67 earlier in the week. Yes, still volatile, but […]
• CoTec Holdings, REE Magnet Player No One’s Heard of… Yet
  There have been a number of recent articles/reports across Substack newsletters regarding Western countries, most notably the U.S., becoming more resilient in NdFeB permanent magnets […]
• So I bought a football club. Why would anyone do such a thing?
  I bought a football club. Well, to be more accurate, I bought a piece of a football club. Actually, I bought pieces of two. No, […]
• Honey Badger delivers strong PEA
  Yesterday the U.S. Fed raised interest rates for the first time in three years. This was not unexpected. What might it mean for medium-term gold […]
• HIVE (HIVE.T): Can you build an AI data centre company without pissing everyone off?
  The AI boom has caught us all and, whether we want to be or not, it has become inextricably entwined with our lives. At first […]

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