Some links 18/2026

Upslope Capital’s 6M letter including their Magnum Ice Cream pitch

Dynasty Trust’s quarterly letter with a positive view on Travel stocks and a deep dive into EVT Ltd from Australia

A very good Substack article on the different ways Private Equity Managers fund their own commitments

Great article from Larry Swedroe on the 7 sins of Active Stock investing

Finally, the first Nuclear Fusion company is going public (backed among others by Jeff Bezos). Of course via SPAC.

US households are at an historic record exposure to the stock market

A new study says that the momentum factor is strongest at the last 6 trading days of a month