Premium Intel

Expanded Fund Insight for Serious Investors

Premium Intel is designed for readers who want a deeper look at ES-252 Capital’s current thinking, including selected holdings, the thesis behind those positions, and the stocks or opportunities currently under review.

The primary value is fund-level insight: why certain companies are owned, what could change the thesis, what risks are being monitored, and which opportunities may become actionable. Select macroeconomic and market conditions are discussed, especially where they directly affect the current holdings thesis or research pipeline.

/ month (limited-time offer)

What subscribers get

Current holdings thesis and opportunities under review

✓Selected current holdings with concise thesis summaries and...
✓Upated guidance, operating income, capex, free cash flow and multiple (FWD PE) assumtions.
✓Key risks, catalysts, valuation considerations, and portfolio context.
✓Stocks, sectors, and dislocations currently under review.
✓Notes on why specific opportunities may become actionable or may be avoided.
✓Market, macroeconomic and geopolitical context where it impacts holdings or research ideas.

Founding Member Offer: Premium Intel is available to early subscribers for $9/month during the initial launch period. Future standard pricing is expected to be $49/month as additional premium features and subscriber-only research are added.

Premium Intel content is provided for informational and educational purposes only and should not be considered individualized investment advice or a recommendation to buy, sell, or hold any security.

Holdings, watchlist items, market commentary, and portfolio views may change without notice. Any future premium content may include selected positions only and may not reflect the full portfolio, including short positions, derivatives, cash, index hedges, sector hedges, or other investments.

Investing involves risk, including loss of principal. Past performance is not indicative of future results. Any examples, theses, or research notes are subject to change as market conditions evolve.