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.

Currently in flight

v1 · live

IPO Investment Framework

Live

How a friend-group SpaceX IPO chat became a four-stage conviction framework, a sizing calculator, and an open call for feedback.

Topic Version · v1 · 2026-05-04

A framework for taking disciplined exposure to the SpaceX and Anthropic IPOs as the leading edge of a multi-decade Space + AI revolution. 80/20 SpaceX/Anthropic split, 1.5–3% sizing for the $1M–$10M+ peer group, with explicit drawdown and trim rules. Sized so being wrong is recoverable.

What's next · Secondary-market tracking — post-listing watch on SpaceX and Anthropic. Likely a separate topic with cross-link, since pre-IPO conviction and post-listing tracking have different reader needs.

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.