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I aim to share a few high conviction actionable ideas that will provide significant value, making your Substack subscription more than worth the investment.

I want to get an extremely high hit rating and risk-reward ratio on the ideas published under the “buy” page.

When you see a post on the “buy” page I want you to think “holy smoke I need to look at this right now, Davy just posted”

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I cover these themes on Archetype Capital: 1. Small-cap AI enablers & semis 2. Japan & SEA value chains 3. Undercovered small-cap AI beneficiaries

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