8 Comments
Oct 13Liked by Antarctic Circle Capital

Long time X follower; first time reader. Just wanted to say this was an excellent write-up.

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author

Thank you so much for your comment, Ken. These articles take a lot of time to create, but I’m committed to continuing to deliver excellent deep dives.

I truly appreciate your trust and support!

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Sep 17·edited Sep 17Liked by Antarctic Circle Capital

Subbed about a week ago becuase I was interested to learn what this opportunity was. Bummer the article didn't come out sooner because the +15% Amazon bump

would have been great lol! Nice writeup regardless :)

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author

Yes… this has been very unfortunate. But well, if the thesis turna out to be accurate, there is much more upside…

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Sep 17·edited Sep 17Liked by Antarctic Circle Capital

Good find and nice write up. Got a buy in today.

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author

Thanks for your support. I’m sorry for the inconvenience of not providing the update earlier. It’s unfortunate that the news was only released today. I had planned to publish the article today for several weeks, but the timing was purely coincidental.

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Sep 17Liked by Antarctic Circle Capital

Hi, Looks like a good idea. Just to confirm, do you release the research once you have done your purchase or several days after your purchase.

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author

Hey! First of all, thanks for your trust!

It depends, as I don't have a strict rule for this. In this case, for example, I bought shares about a month ago.

For paid subscribers, I sent an email disclosing my purchase of $TALK shares on the same day I made the trade. I always ensure my paid subscribers are updated on the same day of any transaction. However, the corresponding article may not always be published that quickly.

I hope this answers your question!

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