Index

Company Writeups + Updates (generally paywalled):

• Writeup #2 | 8/10/23 - California Nanotechnologies (TSXV.CNO) [FREE]

  • Update #2.1 | 7/8/25 - The mysterious green steel company

  • Update #2.2 | 7/31/25 - Making it to orbit

• Writeup #1 | 5/25/23 - Kraken Robotics (TSXV.PNG) [FREE]

  • Update #1.1 | 6/26/25 - Old habits die hard

Everything else (free):

• 7/28/25 - Defining “Holistic Return”

• 6/17/25 - Letter #2: Newsletter (re)Launch