Easter Egg Capital’s Substack
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Getting In the Arena, Trying Reflexive Things
My plans to harness one of my favorite investment concepts to engineer Easter Egg Capital's ignition
Dec 3
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Easter Egg Capital
1
Stimmy Is Coming… But This Is Not 2020
Positioning for stimulus, debasement, and jurisdictional advantage in an era of fiscal dominance
Dec 3
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Easter Egg Capital
1
2
November 2025
GameStop Valuation Analysis – A Framework to Value a Moving Target
As promised, this GameStop valuation analysis will offer a quick and simple framework to assign a fair market value today to GameStop.
Nov 25
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Easter Egg Capital
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1
October 2025
GameStop: The Long-Term Compounder Hidden in Plain Sight
Why I believe the notorious meme stock is a deeply misunderstood “Easter egg” of a long-term investment
Oct 29
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Easter Egg Capital
Introducing Easter Egg Capital
Pursuing clarity, conviction, and alpha in public.
Oct 29
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Easter Egg Capital
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