December 20, 2022

The Darkest Day

Dear Subscriber First Name,

You are reading this Clubletter on the darkest day of the year in the northern hemisphere; starting on the winter solstice tomorrow, the light will begin to grow again.

It’s not just symbolism we use to read the markets; we think our ancestors had a good knowledge of how things worked before Google and the iPhone.

The Romans, for instance, knew this period of the year was a time of turning tables and took on the celebration of Saturnalia, a festival in honor of the god Saturn.

From December 19 to December 23, slaves were served by their masters, and people, including the king, could be played by other people (otherwise a deadly sin.)

If you are running around buying gifts, lighting candles, and hanging up a wreath on your door, you owe it to Saturnalia

PLANS FOR THE HOLIDAYS?

The holidays are a good period to study and learn. We'll be focusing on mobility and logistics for the next few weeks in order to find value in the sector and put new money into both new private companies and those that have been around for a while.

Mobility is the salt of Prosperity, we like to invest in the transit of people and goods.

END OF THE YEAR THANK YOU

We’d like to say thank you to all the members of the club. We will donate $50 for each member to charity because we appreciate how much you mean to us.

Thank you to all the people who attended the U.S. Roadshow sponsored by SosTravel.com, which started trading on the OTCQB last week; we already met with 20 potential investors in the United States and will head back early next year, armed with the new five-year business plan for 2027.

Thank you to all the portfolio companies:

Addepar,Anduril, Automation Anywhere, BlaBlaCar, BitPay, Boom Supersonic, Boxabl, DataRobot, EPIC Games, Flexport, GoodData, Impossible Foods, Instacart, Kraken, Neuralink, Plaid, Ripple, Rubrik, SpaceX and Stripe

Thank you to all 2022 sellers; there were so many of you that we can't thank you all individually 😊

LATEST NEWS

SosTravel.com Roadshow update

Boxabl visit and update

App my RIA, focus on Addepar

Anduril latest raise

That was it. See you on the other side in four weeks. Best season’s greetings and wishes for the new year; stay hard!

Remember that the timing of an IPO is not set in stone and depends on a number of things. Our expectations are based on company disclosures, specialized press coverage, and brokers’ research.