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Investment Research & Opportunities

Public-company research briefs live here alongside a small number of active pitches. The research is for independent study; the opportunities are separate projects built with intention.

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Investment research

Public-company deep dives for slower, sharper investing.

Source-rich company briefs for personal research and discussion. These are separate from active project pitches and are not financial advice.

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Vol. 002 · The Metals Company

The Metals Company Investment Brief

A current thesis on TMC as a deep-sea critical-minerals proxy: NOAA permitting, the April 2025 policy shift, Pacific OCS lease momentum, Allseas execution, financing risk, and the milestones that matter.

NASDAQ: TMC Critical minerals NOAA permits High-risk thesis
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Vol. 001 · Planet Labs PBC

Planet Labs Investment Brief

A 5-10 year thesis on Planet Labs as a daily Earth-observation data platform: moat, defense demand, profitability path, valuation discipline, and quarterly watchlist items.

NYSE: PL Space data Defense & intelligence 5-10 year thesis
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Active pitch

Current opportunities

These are project-specific opportunities, not public-company research notes.

ChickenOS mobile dashboard mockup showing coop health, automation controls, monitoring, and live camera feed.

In development · IoT

ChickenOS

A full-stack automation system for the backyard coop: door control synced to sunrise and sunset, scheduled feeding and watering, egg-production lighting, real-time environmental monitoring, live camera feed, and a mobile-first dashboard with alerts. Built around a Raspberry Pi hub with ESP32 satellite controllers.

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B.B. Gunners storefront with neon Burgers Beer Ammo sign at sunset.

Targeting Q4 2027

B.B. Gunners

Burgers. Beer. Ammo.

A rural lifestyle destination coming to Alva, Florida - premium smash burgers on locally raised beef, craft beer, an FFL firearms and ammo retail floor, a butcher counter, and a farmers market stand under one roof. Four revenue streams, zero direct competition in the market, and a floor plan that's both a customer experience and a legal strategy. Full pitch available at the link.

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Ranch Hand mobile dashboard showing farm tasks, animal alerts, weather, irrigation, and quick actions.

Seeking pilot partner · AgTech

Ranch Hand

An offline-first farm management platform built for rural reality - unreliable connectivity, physical conditions, and decisions that can't wait. A working ranch that partners in now gets their operational infrastructure built and configured at cost while I develop the software alongside their daily workflows. The result is a platform shaped by real use, and an early partner positioned as the proof case when Ranch Hand goes to market.

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