Substack · Whiteout Capital
Q3 2026 Review
Cal Nano’s production SMR order, Mako Mining’s gold purchase agreement, Aker’s Nscale IPO, and more.
Since publication −12.9% α −11.1 pp vs S&P 500 · USD
US · 2 entries · 1 publication
MAKO
Mako Mining Corp.
- Entries
- 2
- Bullish
- 2
- Bearish
- 0
- First
- Jul 1, 2026
- Latest
- Oct 6, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on MAKO at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- October 2026 1 entry
- July 2026 1 entry
Substack · Whiteout Capital
Q2 2026 Review - Three key questions framework
Writeup updates, a framework I've been using to identify what matters most, and new writeups on Mako Mining and Constellation Software.
Since publication MAKO +5.7% α +3.2 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.