Here is where the first dollar is going.
| If you're reading this as a founding member of Carbon Capital, I want to say thank you. Over 270 of you decided to be here from day one, before there was a track record. That means something to me and I don't take it lightly. | Here is what to expect going forward. I will share my research and analysis regularly, and you will have full visibility into the Carbon Capital portfolio at all times. I will show you exactly what I own, why I own it, and what I paid. The wins get shared. The hard moments do too. | If you ever have any questions or want to share feedback, feel free to reply to my emails, leave a comment on the web post, or DM me on Instagram. | This week, I will be purchasing the first business for the portfolio. | Here is the reasoning behind the decision and a review of its most recent earnings report: | |  | This content is for Carbon Capital subscribers only. | Carbon Capital is an independent investing journal and research publication. Join to get full access to every investment memo, research note, and portfolio update. | |
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