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Lemon Cakes Investing

Publishes long-form research on individual securities, special situations, commodities, and other unconventional investment opportunities.

https://lemoncakesinvesting.substack.com/

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Latest post27 Jul 2026
URANIUM ROYALTY CORP($UROY) The (New) Uranium Royalty Corp.: Cash for Ash With Yellowcake For Dessert-27 Jul 2026
Cass Information Systems, Inc.Seeking a friend for the end of the world (of software as a viable business, apparently)-5 May 2026
Cellebrite DI Ltd.Seeking a friend for the end of the world (of software as a viable business, apparently)-5 May 2026
Table Trac, Inc.Seeking a friend for the end of the world (of software as a viable business, apparently)-5 May 2026
Agilysys, Inc.Seeking a friend for the end of the world (of software as a viable business, apparently)-5 May 2026
CareCloud, Inc.Seeking a friend for the end of the world (of software as a viable business, apparently)-5 May 2026
Roper Technologies, Inc.Seeking a friend for the end of the world (of software as a viable business, apparently)-5 May 2026
Alphabet Inc.Seeking a friend for the end of the world (of software as a viable business, apparently)-5 May 2026
Texas Pacific Land Corporation($TPL) Texas Pacific Land Co.: End of an era and opportunity for change-10 Apr 2026
Markel Group Inc.Portfolio Review 20251231-12 Jan 2026
APi Group CorporationPortfolio Review 20251231-12 Jan 2026
Texas Pacific Land CorporationPortfolio Review 20251231-12 Jan 2026
Franco-Nevada CorporationPortfolio Review 20251231-12 Jan 2026
Triple Flag Precious Metals Corp.Portfolio Review 20251231-12 Jan 2026
Royalty Management Holding CorporationPortfolio Review 20251231-12 Jan 2026
American Resources CorporationPortfolio Review 20251231-12 Jan 2026
Solitron Devices, Inc.Portfolio Review 20251231-12 Jan 2026
RTX CorporationPortfolio Review 20251231-12 Jan 2026
Huntington Ingalls Industries, Inc.Portfolio Review 20251231-12 Jan 2026
Butler National CorporationPortfolio Review 20251231-12 Jan 2026
CACI International IncPortfolio Review 20251231-12 Jan 2026
Horizon Kinetics Holding CorporationPortfolio Review 20251231-12 Jan 2026
Idaho Strategic Resources, Inc.Portfolio Review 20251231-12 Jan 2026
The GEO Group, Inc.Portfolio Review 20251231-12 Jan 2026
Viper Energy, Inc.Portfolio Review 20251231-12 Jan 2026
FRMO CorporationPortfolio Review 20251231-12 Jan 2026
Cboe Global Markets, Inc.Portfolio Review 20251231-12 Jan 2026
Intercontinental Exchange, Inc.Portfolio Review 20251231-12 Jan 2026
Miami International Holdings, Inc.Portfolio Review 20251231-12 Jan 2026
Alphabet Inc.Portfolio Review 20251231-12 Jan 2026