# portfolio spotlight (blogs) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover portfolio spotlight. Page: Feed: --- ## [Manifesto](https://oddbirdvc.substack.com/p/manifesto) _2026-08-18 · Dr.V · The Perch_ Philosophy + Thesis ## [Portfolio Spotlight: AEROC — Giving Enhanced Rock Weathering Its Eyes](https://carbondrawdown.substack.com/p/portfolio-spotlight-aeroc-giving) _2026-08-06 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ This series highlights the companies Carbon Drawdown Initiative has invested in. ## [Carbon Drawdown Initiative Touches 5-10% of the CDR Workforce. Here’s What That Means.](https://carbondrawdown.substack.com/p/carbon-drawdown-initiative-touches) _2026-08-05 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ One in ten people working in carbon removal is connected to our portfolio. I'm proud of that number, but it also tells a bigger story. ## [Portfolio Spotlight: CREW Turns Wastewater into a Carbon Sink](https://carbondrawdown.substack.com/p/portfolio-spotlight-crew-turns-wastewater) _2026-07-30 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ This series highlights the companies Carbon Drawdown Initiative has invested in. ## [\[RESEND\] Where does the CO₂-removal potential of enhanced weathering actually go?](https://carbondrawdown.substack.com/p/resend-where-does-the-co-removal) _2026-07-20 · Dirk Paessler · CDR Updates from Carbon Drawdown Initiative_ THIS IS A CORRECTION: Earlier today we unfortunately sent out an old version of this article. ## [To produce high weathering effects, we turned our greenhouse "up to 11": but where on Earth would that be?](https://carbondrawdown.substack.com/p/to-produce-high-weathering-effects) _2026-07-18 · Dirk Paessler · CDR Updates from Carbon Drawdown Initiative_ When we set up our greenhouse experiment in 2023 we deliberately maximised weathering to get the strongest possible signal: we turned every dial to "11", soil held at 19–30 °C, plants growing throughout the year, and we aimed for a lavish ~2,000 mm of irrigation a year (in summer we even had to apply up to 4000 mm, because otherwise we would not have collected enough leachate to measure carbon… ## [Humm Group: it's a SOTP Thesis Now??](https://nodeepdives.substack.com/p/humm-group-its-a-sotp-thesis-now) _2026-07-08 · jefke · No Deep Dives_ The activists won the EGM. I sold anyway. ## [Is 2026 the Year European Carbon Removal Policy Finally Breaks Through?](https://carbondrawdown.substack.com/p/is-2026-the-year-european-carbon) _2026-07-01 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ A Symposium highlight from the Negative Emissions Platform's Secretary General and why his answer matters for the whole industry ## [A Tour of Our CDR Greenhouse Experiment](https://carbondrawdown.substack.com/p/a-tour-of-our-cdr-greenhouse-experiment) _2026-06-25 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ The welcome talk we gave at our greenhouse — for everyone who couldn't be there. ## [Three Observations from the Carbon Drawdown Symposium](https://carbondrawdown.substack.com/p/three-observations-from-the-carbon) _2026-06-23 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ Progress, open questions, and what comes next. ## [The Carbon Drawdown Symposium begins tomorrow.](https://carbondrawdown.substack.com/p/the-carbon-drawdown-symposium-begins) _2026-06-15 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ 12 presentations. 9 research questions. Real data, live for the first time. ## [Mid-Year Review](https://oddbirdvc.substack.com/p/mid-year-review) _2026-06-11 · Dr.V · The Perch_ Exciting updates on our new investments, financings, and community engagement. ## [One week until the Carbon Drawdown Symposium](https://carbondrawdown.substack.com/p/one-week-until-the-carbon-drawdown) _2026-06-10 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ On 16 June, we will open our measurement dataset on enhanced rock weathering live, in public, for the first time. ## [Personal view from a newcomer in CDR about ERW](https://carbondrawdown.substack.com/p/personal-view-from-a-newcomer-in) _2026-05-18 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ A guest post by our intern, Tina vom Hagen ## [Flower power in the greenhouse: Small strips, big impact](https://carbondrawdown.substack.com/p/flower-power-in-the-greenhouse-small) _2026-05-11 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ Guest post by our intern, Tina vom Hagen ## [Announcing Carbon Drawdown Symposium 2026](https://carbondrawdown.substack.com/p/announcing-carbon-drawdown-symposium) _2026-04-27 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ 400 Pots, Three Years, and the Results Are (Almost) In ## [Anterior: Treating the System, Not the Symptom](https://oddbirdvc.substack.com/p/treating-the-system-not-the-symptom) _2026-04-16 · Dr.V · The Perch_ From Scalpel and Scrubs to Startup Success, Abdel Mahmoud and Anterior tell a story of conviction and courage—one that is reshaping the administrative core of healthcare. ## [Portfolio Spotlight: NeoCarbon — Turning Data Center Waste Heat into Cooling Efficiency & Carbon Removal](https://carbondrawdown.substack.com/p/portfolio-spotlight-neocarbon-turning) _2026-04-15 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ This series highlights the companies Carbon Drawdown Initiative has invested in. ## [Seldon: Predicting the Product Before You Ship It](https://oddbirdvc.substack.com/p/oddbird-portfolio-spotlight-blok) _2026-04-07 · Ashkan Mizani · The Perch_ ODDBIRD Portfolio Spotlight: Using AI to anticipate rationally irrational consumer behavior ## [Portfolio Spotlight: sequestra — Turning Industrial Waste into Permanent Carbon Storage](https://carbondrawdown.substack.com/p/portfolio-spotlight-sequestra-turning) _2026-04-01 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ This series highlights the companies Carbon Drawdown Initiative has invested in. ## [Startup CEOs providing regular updates to investors have a higher success rate](https://carbondrawdown.substack.com/p/startup-ceos-providing-regular-updates) _2026-03-30 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ By Dirk Paessler, Founder/CEO of Carbon Drawdown Initiative ## [(9/9) Overall Discussion and Conclusion](https://carbondrawdown.substack.com/p/99-overall-discussion-and-conclusion) _2026-03-16 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ We recommend starting with the intro in Part 1 of this series. ## [(8/9) Substituting TA measurements with EC measurements](https://carbondrawdown.substack.com/p/89-substituting-ta-measurements-with) _2026-03-09 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ We recommend starting with the intro in Part 1 of this series. ## [(7/9) EC’s Proxy Performance for Individual Treatments (Micro-Scale)](https://carbondrawdown.substack.com/p/79-ecs-proxy-performance-for-individual) _2026-03-02 · Carolina Rabini · CDR Updates from Carbon Drawdown Initiative_ We recommend starting with the intro in Part 1 of this series. ## [Creating An Autonomous AI Agent That Acts as Evangelist for Carbon Dioxide Removal](https://carbondrawdown.substack.com/p/creating-an-autonomous-ai-agent-that) _2026-02-28 · Dirk Paessler · CDR Updates from Carbon Drawdown Initiative_ In One Day! ## [Hitting A High Note: Wall Street's Bold Bet on Lyricism](https://oddbirdvc.substack.com/p/hitting-a-high-note-wall-streets) _2026-02-19 · Dr.V · The Perch_ The Emergence of Music Royalties as an Asset Class ## [Metal Cross: Reimagining Precision Manufacturing](https://oddbirdvc.substack.com/p/metalcross-reimagining-precision) _2026-02-04 · Dr.V · The Perch_ OddBird Portfolio Spotlight: Inside Metal Cross’s Push to Reimagine the $8 Billion Precision Manufacturing Industry ## [2025 In Review, 2026 In Motion](https://oddbirdvc.substack.com/p/2025-in-review-2026-in-motion) _2026-01-27 · Dr.V · The Perch_ 2025 sharpened our conviction, deepened founder partnerships, and accelerated portfolio growth. As AI shifts from revenue to margins, we lean in with discipline ## [Q4 2025 Portfolio Review](https://nodeepdives.substack.com/p/q4-2025-portfolio-review) _2026-01-09 · jefke · No Deep Dives_ Up 7.56% in Q4 25, +30.97% in FY25 ## [Portfolio Spotlight: Humm Group (ASX:HUM)](https://nodeepdives.substack.com/p/portfolio-spotlight-humm-group-asxhum) _2025-12-29 · jefke · No Deep Dives_ Cheap Stock, Broken Board: low valuation plus a governance inflection point heading into the February 2026 EGM ## [November 2025](https://oddbirdvc.substack.com/p/november-2025) _2025-11-26 · The Perch_ “I can’t tell you what it really is, I can only tell you what it feels like.” ## [Q3 2025 Portfolio Review](https://nodeepdives.substack.com/p/q3-2025-portfolio-review) _2025-11-03 · jefke · No Deep Dives_ Up 10.83% in Q3 25, 21.86% YTD ## [September 2025](https://oddbirdvc.substack.com/p/september-2025) _2025-09-22 · Dr.V · The Perch_ Writing from the road. ## [Q2 2025 Portfolio Review](https://nodeepdives.substack.com/p/q2-2025-portfolio-review) _2025-07-01 · jefke · No Deep Dives_ Up 10.34% in Q2 25, 10.25% YTD ## [Portfolio Spotlight: Bekaert](https://nodeepdives.substack.com/p/portfolio-spotlight-bekaert) _2025-06-19 · jefke · No Deep Dives_ Elevated quality at 7x P/E ## [Building Where it Matters](https://oddbirdvc.substack.com/p/building-where-it-matters) _2025-06-11 · Dr.V · The Perch_ Industrial Systems, Strategic Dialogue, and Beyond Borders ## [ACKCHYUALLY: Pabrai Didn’t Beat Blackjack. He Got Lucky](https://nodeepdives.substack.com/p/ackchyually-pabrai-didnt-beat-blackjack) _2025-05-27 · jefke · No Deep Dives_ His "system" is just variance ## [The Trade War Nobody Wins. Except ...](https://nodeepdives.substack.com/p/the-trade-war-nobody-wins-except) _2025-04-29 · jefke · No Deep Dives_ Why tariffs, supply chain cracks, and dollar weakness set up aircraft lessors for another big win ## [Q1 2025 Portfolio Review](https://nodeepdives.substack.com/p/q1-2025-portfolio-review) _2025-04-15 · jefke · No Deep Dives_ Flat YTD vs -8.7% for S&P 500 in EUR ## [Q4 2024 Portfolio Review](https://nodeepdives.substack.com/p/q4-2024-portfolio-review) _2025-01-17 · jefke · No Deep Dives_ Up 4.14% in Q4, 27.8% for FY24