Author: CapEx Team

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CapEx Team

Easy Money? Not So Fast

📊 VALUATION, BE DAMNED! If you only get one thing from today’s missive, watch this interview with investing great Joel Greenblatt. Buying what’s cheap and shunning what’s expensive sounds easy enough in theory. In practice? Not so much, otherwise we wouldn’t have just witnessed $86 billion get poured into SpaceX at 107x sales

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OWTW
CapEx Team

“What were you thinking?!”

🎙️ NEW PODCAST WITH CHRIS MACINTOSH We have another podcast with Chris to share with you this week. He recently joined Tom Bodrovics on the Competent Investor podcast. Here’s a smattering of the topics they discussed: Listen to the entire conversation on Rumble here. 🚀 “WHAT WERE YOU THINKING?!” We’d be remiss not to

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OWTW
CapEx Team

Consider us AI bulls!

🎙️ NEW PODCAST WITH CHRIS MACINTOSH Chris joined Christian White on his podcast… and as usual, no topic was off limits. A few of the things they chewed on: Pour yourself a glass of Malbec (or a cup of matcha latte) and listen to the entire conversation on Youtube here. 🐦 SOMEBODY’S GOTTA

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OWTW
CapEx Team

Nowhere to hide?

🎙️ NEW PODCAST WITH CHRIS MACINTOSH Chris joined Danny on the CapitalCosm podcast. With a war reshaping global energy markets and Wall Street looking the other way, they had no trouble filling the time. Here are just a few of the topics they covered: If you’ve been trying to make sense

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CapEx Team

The energy play hiding in plain sight

🎙️ NEW PODCAST WITH CHRIS MACINTOSH Chris recently joined Tom Bodrovics on his Competent Investor podcast. With the world coming apart at the seams, there was no shortage of things to discuss. Here’s a few of the topics they covered: You can listen to the entire conversation on Youtube here. 💸 TO BUY… OR

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OWTW
CapEx Team

Too cheap to ignore

🎙️ NEW PODCAST WITH CHRIS MACINTOSH About a year ago, Chris sat down with Ladislas (aka The Wandering Investor) to talk about investing in an age of conflict. Well, 2026 kicked off even spicier than anticipated. Greenland, Venezuela, tariffs, NATO coming apart at the seams, you name it… so Chris and

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OWTW
CapEx Team

Levered and loving it!

Before we dive in, happy New Year from all of us here at Capitalist Exploits.  Here’s to a year of thinking differently (and independently), positioning ahead of the crowd, and capitalizing on the biggest asymmetric opportunities out there. 🎙️ CHRIS ON THE MARKET SNIPER PODCAST We’ve been sitting on this conversation between Chris

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OWTW
CapEx Team

NVIDIA’S REIGN: WE’VE SEEN THIS MOVIE BEFORE

🎙️ NEW PODCAST WITH CHRIS MACINTOSH Chris joined Danny on the CapitalCosm podcast to pull back the curtain on the structural absurdities that are driving the market right now. Here’s just a handful of the topics discussed: You can listen to the entire conversation on Youtube here. 👑 NVIDIA’S REIGN: WE’VE SEEN THIS MOVIE BEFORE

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