If you're reading this as a founding member of Carbon Capital, I want to say thank you. Over 270 of you decided to be here from day one, before there was a track record. That means something to me and I don't take it lightly.

Here is what to expect going forward. I will share my research and analysis regularly, and you will have full visibility into the Carbon Capital portfolio at all times. I will show you exactly what I own, why I own it, and what I paid. The wins get shared. The hard moments do too.

If you ever have any questions or want to share feedback, feel free to reply to my emails, leave a comment on the web post, or DM me on Instagram.

This week, I will be purchasing the first business for the portfolio.

Here is the reasoning behind the decision and a review of its most recent earnings report: