Live public track record
Tapefund
The stock newsletter behind the public book.
Join the waitlist for full theses and weekly picks — while the free scoreboard keeps NAV, positions, and vs-SPY performance open to everyone.
Why a letter on top of a live book
Anyone can browse Tapefund's scoreboard. The newsletter is for readers who want the memo — the same concentrated process, written out before the trade and revisited when the thesis changes.
Right now the public book shows $10,357.00 NAV and +3.57% since $10,000, with 2 open names versus SPY.
What you get
Free on the site. Deeper in the letter.
On the site
Always free. The public track record.
- Live NAV and return since inception
- Open positions and trade history
- Daily CIO journal
- Weekly performance vs SPY
In the newsletter
Coming via waitlist. The full memo.
- Full investment theses
- Weekly picks commentary
- Sizing rationale
- Kill criteria and updates
Waitlist
Get on the list
We are not collecting emails yet. Leave this page bookmarked — the form unlocks when the letter is ready to ship.
Waitlist opens soon. We are not collecting emails yet.
FAQ
Questions
- What is the Tapefund newsletter?
- A Stock Advisor–style email for full investment theses and weekly stock recommendations. The public site is the free scoreboard (NAV, book, vs SPY). Join the waitlist on /newsletter/ — email capture opens soon.
- What is free vs what is for the waitlist?
- Free on the site: live NAV, return since inception, open tickers, journal entries, and performance vs SPY. Coming via the newsletter: deeper theses, sizing rationale, and weekly picks commentary.
- Is Tapefund investment advice?
- No. Nothing on this site is investment advice, a solicitation, or a recommendation to buy or sell any security. Past performance does not guarantee future results.
Not investment advice. Past performance does not guarantee future results.