Introducing Easter Egg Capital
Pursuing clarity, conviction, and alpha in public.
Greetings, future Easter Egg community!
I say future because right now I am truly at zero – no audience, no team, no momentum. Just conviction to build a modern media platform around my natural obsessions and interests – translating market insights into the Easter Egg Fund and publicly documenting my journey along the way.
I’ve made and lost money over the years, learning where my edge truly lives – not in fast trades, but in synthesizing the larger symphony of markets — identifying mispriced incentives and setups that create asymmetric opportunities. Easter Egg Capital is about slowing down the game, systematically taking in information and perspectives to continuously refine investment strategy and portfolio composition in a long-term pursuit of alpha.
This isn’t a traditional fund – it’s investing in public and transparently building a worldview around the Easter Egg Fund. The public nature of this project will help me to be a “responsibly degenerate” investor: thoughtful, disciplined, and frameworks-first, but not afraid to have fun or take big swings along the way – within my positioning rules. I’m leaning into “me.”
My background is relevant, but it isn’t Wall Street. Curiosity and obsession are what brought me here. I don’t pretend to have all the answers – others will almost always have deeper expertise across most domains – but Easter Egg is built on the belief that clear frameworks, focused thinking, and shared ideas can create sustainable alpha. This core belief shapes Easter Egg’s approach as I incorporate perspectives from the community and guests to refine my thinking.
In time, I expect Easter Egg to expand – more creators, more conversations, more verticals. But that’s later. For now, here’s the core:
What to Expect
The Sunday Synthesis – My weekly flagship, reflecting on notable developments from the week, any updates to my investing framework or the Easter Egg Fund portfolio. Written + video, which are likely to become live streams with time.
Periodic deep dives – When an idea deserves more space, longer-form Substack pieces and research notes.
Easter Egg Conversations – A long-form podcast series with investors, operators, independent thinkers, and interesting people who bring strong perspective.
A major initiative is planned for Q1 – something high-conviction that I expect to serve as an ignition moment for audience growth and the launch of the Easter Egg Fund.
More on that soon.
If this resonates, hop aboard:
Substack: https://substack.com/@eastereggcapital
Thanks for being here from the start.
To a great ride and building something special.
Jeff
Updated November 27th, 2025.
All content from Easter Egg Capital is for informational and entertainment purposes only and should not be considered financial, investment, or trading advice.