Tarot Capital
@tarotcapital.skystack.xyz
The intersection of fundamental and incentive-driven investing.
This is an automated Substack Account of https://tarotcapital.substack.com
Discover more/Create at: @skystack.xyz
This is an automated Substack Account of https://tarotcapital.substack.com
Discover more/Create at: @skystack.xyz
That's a Good CAGR, Hock • AVGO Aims for the Moon
That's a Good CAGR, Hock
AVGO Aims for the Moon
tarotcapital.substack.com
December 7, 2025 at 11:58 PM
That's a Good CAGR, Hock • AVGO Aims for the Moon
Fall Grants Digest vol 3 • LWLG running to the exits, ESTC, IPGP, RDNW, BFLY
Fall Grants Digest vol 3
LWLG running to the exits, ESTC, IPGP, RDNW, BFLY
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Fall Grants Digest vol 3 • LWLG running to the exits, ESTC, IPGP, RDNW, BFLY
Fall Grants Digest vol 2 • Opendoor (OPEN) and Oracle (ORCL); CCB, FDS, DRI, NN
Fall Grants Digest vol 2
Opendoor (OPEN) and Oracle (ORCL); CCB, FDS, DRI, NN
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Fall Grants Digest vol 2 • Opendoor (OPEN) and Oracle (ORCL); CCB, FDS, DRI, NN
Fall Grants Digest vol 1 • 5 Ideas: DOMO, DEA, RXT, MG, W
Fall Grants Digest vol 1
5 Ideas: DOMO, DEA, RXT, MG, W
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Fall Grants Digest vol 1 • 5 Ideas: DOMO, DEA, RXT, MG, W
Tariffs and Engines and Axles, Oh My! • A cluster of industrial ideas
Tariffs and Engines and Axles, Oh My!
A cluster of industrial ideas
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Tariffs and Engines and Axles, Oh My! • A cluster of industrial ideas
Reviewing Some YTD 2025 Ideas • Trusting the Process
Reviewing Some YTD 2025 Ideas
Trusting the Process
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Reviewing Some YTD 2025 Ideas • Trusting the Process
Late Summer Grants Digest • TGEN, GIC, TDY, TPG, WFC, BLCO, FNKO, EHAB, AMPY, LASR
Late Summer Grants Digest
TGEN, GIC, TDY, TPG, WFC, BLCO, FNKO, EHAB, AMPY, LASR
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Late Summer Grants Digest • TGEN, GIC, TDY, TPG, WFC, BLCO, FNKO, EHAB, AMPY, LASR
Mid-Summer Grants Digest (pt 2) • CECO, IREN, ATLN, INCY
Mid-Summer Grants Digest (pt 2)
CECO, IREN, ATLN, INCY
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Mid-Summer Grants Digest (pt 2) • CECO, IREN, ATLN, INCY
Mid-Summer Grants Digest (pt 1) • Grants Galore
Mid-Summer Grants Digest (pt 1)
Grants Galore
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Mid-Summer Grants Digest (pt 1) • Grants Galore
Forfeiting $4M to Make $14M • Loan sharks turn misses into milestones with galaxy-brained accounting shenanigans
Forfeiting $4M to Make $14M
Loan sharks turn misses into milestones with galaxy-brained accounting shenanigans
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Forfeiting $4M to Make $14M • Loan sharks turn misses into milestones with galaxy-brained accounting shenanigans
Quick Note: Papa Johns Takeout Order • Apollo PZZA takeout considerations for those looking for a slice of the action
Quick Note: Papa Johns Takeout Order
Apollo PZZA takeout considerations for those looking for a slice of the action
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Quick Note: Papa Johns Takeout Order • Apollo PZZA takeout considerations for those looking for a slice of the action
Case Study: Coupon Comeback • Groupon's 8x Return Since March 2023
Case Study: Coupon Comeback
Groupon's 8x Return Since March 2023
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Case Study: Coupon Comeback • Groupon's 8x Return Since March 2023
Jack on Track • Thinking outside the box at $JACK
Jack on Track
Thinking outside the box at $JACK
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Jack on Track • Thinking outside the box at $JACK
Case Study: Art of the Deal • aka "The Price is Wrong" - Happy Gilmore - CEO Anant Bhalla
Case Study: Art of the Deal
aka "The Price is Wrong" - Happy Gilmore - CEO Anant Bhalla
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Case Study: Art of the Deal • aka "The Price is Wrong" - Happy Gilmore - CEO Anant Bhalla
Quick Note: Two Takeout Ideas • Increasing the Incremental Odds of an Acquisition
Quick Note: Two Takeout Ideas
Increasing the Incremental Odds of an Acquisition
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Quick Note: Two Takeout Ideas • Increasing the Incremental Odds of an Acquisition
Quick Note: Insurance Brokers Exposed to Medicare Advantage • Taking Shelter in Healthcare
Quick Note: Insurance Brokers Exposed to Medicare Advantage
Taking Shelter in Healthcare
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Quick Note: Insurance Brokers Exposed to Medicare Advantage • Taking Shelter in Healthcare
The Ill-Gotten Gains Gazette 25Q1 • Highlighting the most suspicious executive compensation decisions in 2025 Q1
The Ill-Gotten Gains Gazette 25Q1
Highlighting the most suspicious executive compensation decisions in 2025 Q1
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
The Ill-Gotten Gains Gazette 25Q1 • Highlighting the most suspicious executive compensation decisions in 2025 Q1
Will it Blend? • Betting on Lower or Stable Rates
Will it Blend?
Betting on Lower or Stable Rates
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Will it Blend? • Betting on Lower or Stable Rates
Forbidden Fruit • New Apple iPhone contract for this semiconductor company coincides with 2H revenue ramp and incentive compensation
Forbidden Fruit
New Apple iPhone contract for this semiconductor company coincides with 2H revenue ramp and incentive compensation
tarotcapital.substack.com
November 20, 2025 at 3:30 PM
Forbidden Fruit • New Apple iPhone contract for this semiconductor company coincides with 2H revenue ramp and incentive compensation