At a rough guess, I’d say the current prospects of Comstock $LODE should see it with a market cap closer to $500 million. Still undervalued if you believe the story, but it would be a more accurately priced representation of the risk/reward involved at this stage. That number

For Comstock $LODE investors interested in a place to post on the co. x.com/i/communities/…

Solar panels often last less than expected — some US utilities are replacing them after just 15 years. Comstock $LODE is building the world’s first facility to recycle 100% of solar panel materials, with zero landfill waste, coming online mid-2026.

Comstock Metals fixes this. x.com/JamesMelville/…

The challenge with good investments — whether entire sectors or individual stocks — is that markets often get carried away when word spreads or it becomes the 'hot new thing.' Irrational exuberance takes hold. The long-term thesis can still be perfectly sound, but when prices

👀 $LODE

Great article on Comstock Metals $LODE solar panel recycling division. Highlights: 1. Comstock Metals President (and inventor of the technology with a Ph.D in physical and computational chemistry) Fortunato Villamagna initially looked into the battery recycling business, but

Some good commentary from Fortunato... x.com/steve_btcfo/st…

Duolingo $DUOL - yes the valuation is rich, but the runway in front of them is truly staggering. $10 trillion education market, barely online yet. On top of that there is social learning that will increase their TAM much further. The Amazon of education. Buy and hold for the

$INPST is one of my larger positions. The company has or is developing a deep moat in each country it enters. Legacy carriers can't compete without cannibalising their higher margin businesses.

InPost $INPST is developing a parcel lockers business across Europe that legacy carriers can't compete effectively with. For conventional operators to respond to InPost’s success; they would have to spend huge amounts of capital to deploy an APM network and then duplicate their

The long-term possibility of $INPST - could it become the $MELI-lite of Europe?

For those lookong at $DUOL, well worth a listen if you haven't already.