A Substack Post Crashed Visa and Mastercard 5-7%. Here's What It Actually Said.
Citrini Research's AI agent thesis, the market's reaction, and what's real vs. hype.
Real capital, real mistakes, real lessons.
Follow the journey. No spam, ever.
Using AI to analyze SEC filings, build DCF models, and surface investing insights at scale.
Real capital deployed. Every position documented with full thesis and valuation.
Every model, assumption, and mistake shared transparently. No black boxes.
What's working, what's not, and what I'd do differently. Unfiltered.
Citrini Research's AI agent thesis, the market's reaction, and what's real vs. hype.
Introducing Carepital - your guide to building wealth through systematic investing. Learn how to treat your investment portfolio as a business.
I'm building Carepital as a one-person investing operation — using AI to do the research, real money to test the ideas, and this site to share everything I learn along the way.
Learn more about me →Get portfolio updates, new analyses, and lessons from running a one-person investing business.
No spam. Unsubscribe anytime.