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• Dick Capital

  Generalist Investment Research

  10 posts · theirs

Lately

• A Short Macro Summary

  Dick Capital · 2026-08-17

• Portfolio Allocation Update – August 2026

  Dick Capital · 2026-08-15

• Deep Dive: The Next Major Gold Producer in the Making

  Dick Capital · 2026-08-13

• TTM Technologies (TTMI)

  Dick Capital · 2026-08-02

• Macro Memo

  Dick Capital · 2026-07-28

• Lifecording

  Dick Capital · 2026-07-22

• The Terracotta Fleet

  Dick Capital · 2026-07-21

• The Quiet-Season Opportunity: One Coastal Insurer That Stands Out, and How to Read the Group

  Dick Capital · 2026-07-15

• Portfolio Allocation Update – July 2026

  Dick Capital · 2026-07-12

• The Ceasefire Breaks And the Fed Splits

  Dick Capital · 2026-07-09

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