A durable page per name in the founder's book. Each hub aggregates the current position (weight, entry, P&L — freshness-stamped), the public thesis, the conviction history, every field note that mentions it, and its slice of the public Call Ledger. Held names appear first.

Position index

AGXHeld

SILVER X MINING CORP

Industrials

Live weight & P&L — subscribers

0 notes3 calls

UUUUHeld

ENERGY FUELS INC

Energy

Live weight & P&L — subscribers

0 notes0 calls

ABXHeld

ABX GROUP LTD

Precious Metals

Live weight & P&L — subscribers

1 note2 calls

BCMHeld

BRAZILIAN CRITICAL MINERALS

Industrial Metals

Live weight & P&L — subscribers

1 note1 call

NAMMHeld

NAMIB MINERALS

Materials

Live weight & P&L — subscribers

1 note2 calls

USARHeld

USA RARE EARTH INC

Materials

Live weight & P&L — subscribers

0 notes0 calls

MKAHeld

MKANGO RESOURCES LTD

Other

Live weight & P&L — subscribers

0 notes1 call

UCUHeld

UCORE RARE METALS INC

Industrial Metals

Live weight & P&L — subscribers

0 notes1 call

NMIHeld

NAMIBIA CRITICAL METALS INC

Financials

Live weight & P&L — subscribers

Retrospective, descriptive disclosure of positions in the founder's personal trading account, reconciled against IBKR Flex — not investment advice and not a solicitation to buy or sell any security. Past performance is not a reliable indicator of future results.Full disclaimer