Investment Research

Public-company briefs for independent research.

Long-form investment notes on publicly traded companies, written for slower thinking, source review, and practical follow-up. These briefs are informational only and are not financial advice.

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Vol. 002 · The Metals Company · August 2026

The Metals Company Investment Brief

A source-rich thesis on TMC as a deep-sea critical-minerals proxy: NOAA permitting, U.S. offshore mineral policy, Allseas execution, project economics, dilution risk, and the milestones that would change the view.

NASDAQ: TMC Deep-sea mining Critical minerals Policy catalyst
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Vol. 001 · Planet Labs PBC · June 2026

Planet Labs Investment Brief

A 5-10 year thesis on Planet Labs as a daily Earth-observation data platform: its imagery archive moat, defense and intelligence demand, profitability inflection, valuation risk, and watchlist metrics.

NYSE: PL Space data Defense demand 5-10 year thesis
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