About:

I started investing in 2019, with my first major position in Advanced Micro Devices. Over time I added investments in companies like Palantir Technologies, Tesla, and Meta Platforms. My investment in Palantir alone has returned more than 2000%.

In this newsletter I explain the thinking behind these investments, the research process that led to them, and how I approach finding new opportunities.

I spend a lot of time studying technology, science, history, markets, psychology, and business. The goal is to connect ideas across these fields and turn them into practical investment insights.

When you subscribe, you will receive:

  1. One monthly deep dive on a company I believe is worth studying.

  2. Follow up updates as these companies evolve, including analysis of earnings reports and major developments.

  3. My notes on investment mental models and ideas that shape how I think about markets.

Learning is the foundation of how I invest. Sharing what I learn is the purpose of this newsletter. If it helps you think more clearly about investing or spot opportunities you might have missed, then it has done its job.

Christian.

Disclosure:

Christian Darnton makes no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in the piece. Any assumptions, opinions and estimates expressed in the piece constitute judgments of the author as of the date thereof and are subject to change without notice. Any projections contained in the Information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. Christian Darnton does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation. Christian Darnton is not acting as your financial, legal, accounting, tax or other adviser or in any fiduciary capacity.

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