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Public memos, pitch decks, reports, and investment theses from DogBone Capital contributors.
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report
DBC Systematic — Rules v2.0 (Ruleset of Record)
Tanmay Singh
Aug 11, 2026
memo
SpaceX (SPCX) — IC Memo: What To Do at $135
Tanmay Singh
Aug 9, 2026
SIMULATED
memo
DBC Ballast — Treasury Sleeve Addendum (2026-07-12)
Tanmay Singh
Jul 12, 2026
SIMULATED
memo
DBC Global Compass — Seed Completion Addendum (2026-07-12)
Tanmay Singh
Jul 12, 2026
SIMULATED
memo
DBC Global Compass — Seed Completion Addendum (2026-07-12)
Tanmay Singh
Jul 12, 2026
SIMULATED
thesis
IC Memo — AbbVie (Ballast Seed)
Tanmay Singh
Jul 12, 2026
SIMULATED
model
Fund Program Dashboard — Model Notes
Tanmay Singh
Jul 12, 2026
SIMULATED
deck
DBC Fund Program — Seed Deck (2026-07)
Tanmay Singh
Jul 12, 2026
SIMULATED
model
NVDA DCF — Assumptions & Output
Tanmay Singh
Jul 12, 2026
SIMULATED
thesis
IC Memo — AbbVie (Ballast Seed)
Tanmay Singh
Jul 12, 2026
SIMULATED
thesis
IC Memo — NVIDIA (Core Equity Seed)
Tanmay Singh
Jul 12, 2026
SIMULATED
memo
DBC Digital — Seed Book Summary (2026-07-11)
Tanmay Singh
Jul 12, 2026
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