13 Comments
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Dave Price's avatar

Excellent breakdown and information!

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Pngfund's avatar

Thank you! It took me quite some time to compile this information.

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Infinite Fund's avatar

Superb article, many thanks.

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Apurv Gupta's avatar

I invest $250/week into AI’s guts — chips, servers, cooling — then explain it like we’re friends at a bar.

Come learn, copy, or just spy. ⚙️💸👀

https://open.substack.com/pub/aicartel/p/cartel-capital-1-deploying-the-first?r=2vov88&utm_medium=ios

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Sean's avatar

Let’s partner! I would love to write a co-published article with you. I write about FinTech Stocks and their value prop! Take a look:

https://substack.com/@fintechdd?r=5j76ba&utm_medium=ios&utm_source=edit-profile

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Lambert F Gwenhure's avatar

Great read thank you .

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Vinod's avatar

Wonderful writing, loved it 😍

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The Silent Treasury's avatar

Hello there,

Huge Respect for your work!

New here. No huge reader base Yet.

But the work has waited long to be spoken.

Its truths have roots older than this platform.

My Sub-stack Purpose

To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.

A refreshing take on our business world and capitalism.

A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.

“Built to Be Left.”

A quiet anatomy of extraction, abandonment, and the collapse of stewardship.

"Principal-Agent Risk is not a flaw in the system.

It is the system’s operating principle”

Experience first. Return if it speaks to you.

- The Silent Treasury

https://tinyurl.com/48m97w5e

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Mahad Ahmed's avatar

Fantastic post! These are exactly the type of businesses to buy when the price drops

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Luke's avatar

So glad I came across this, mostly a primer but even then I can tell from the sheer quality, depth and effort that’s gone into it that you’ll be a great follow for more specialised articles - looking forward to what comes next!

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Michael Cool's avatar

I can already tell this was a good write up by looking at logos in thumbnail lol.

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Pngfund's avatar

Thanks for the support! I only invest in high-quality companies and thought it would be fitting to put such a thumbnail.

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