Curiosity

Investment and finance research, shared with the friend group, public-readable. Pieces here start in friend-group conversations — a SpaceX IPO chat, a question about how to size a position — and become frameworks the rest of the group can stress-test.

Moments

Ah-ha moments tagged Curiosity · most recent first

Curiosity 2026-05-04 By Mogambo ~20 min

Why SpaceX alone isn't the trade — a four-stage Space + AI conviction framework

Friend-group SpaceX IPO chat became a four-stage conviction framework. 80/20 split, 1.5–3% sizing, four rules. Plus a calculator.

All moments →

About this pillar

The Curiosity pillar is where the friend-group investing conversations get written down. Audience is a small named circle, but the work is published openly because pushback from outside the circle makes it better — and because Amit's professional context (regulated finance) means the pieces carry caveats and explicit non-advice framing throughout.

Topics rotate as the conversations evolve. What you see today is the IPO Investment Framework; secondary-market tracking is queued; future topics may move into bonds, fixed-income, or specific company deep-dives. More about Mogambo · Disclaimer · Tell Mogambo.