Core Viewpoint - Castellum, Inc. (CTM) is rated a hold due to short-term uncertainties and weak stock momentum [1] Group 1: Company Progress - The company is showing notable progress, as indicated by its backlog in the latest release [1] Group 2: Analyst Background - The equity research analyst specializes in technology, innovation, and sustainability investment, utilizing a "First Principles" approach to uncover overlooked investment opportunities [1] - The analyst has a strong background in investment, private equity, and venture capital, with a proven track record of delivering strong returns [1] Group 3: Focus Areas - Articles focus on emerging technologies, sustainable investing, and the intersection of innovation and finance [1] - There is a passion for sharing insights with a wider audience and learning from fellow investors to drive positive change [1]

Core Viewpoint - Kraken Robotics Inc. is experiencing positive momentum driven by sales in Synthetic Aperture Sonar (SAS) and battery products, highlighted by a recent $13 million order from multiple customers in Turkey and Norway [1] Group 1: Company Overview - Kraken Robotics Inc. specializes in advanced sonar technology and battery solutions, positioning itself as a key player in the robotics and technology sector [1] - The company has a strong focus on innovation and sustainability, aligning with emerging trends in technology investment [1] Group 2: Market Dynamics - The recent $13 million order indicates robust demand for Kraken's products, suggesting a growing market for SAS technology and related applications [1] - The involvement of multiple customers from different regions, including Turkey and Norway, reflects the company's expanding international presence and market reach [1] Group 3: Investment Perspective - The analyst emphasizes a unique investment approach called "First Principles," which aims to identify overlooked opportunities by breaking down complex financial and technological problems [1] - The analyst's background in investment, private equity, and venture capital supports a strong track record of delivering returns, indicating confidence in Kraken's growth potential [1]

Core Viewpoint - Kraken Robotics Inc. is experiencing positive momentum driven by sales in Synthetic Aperture Sonar (SAS) and battery products, highlighted by a recent $13 million order from multiple customers in Turkey and Norway [1] Group 1: Company Overview - Kraken Robotics Inc. operates in the technology sector, focusing on innovative solutions in robotics and sonar technology [1] - The company has a strong emphasis on sustainability and innovation, aligning with current market trends [1] Group 2: Market Dynamics - The recent $13 million order indicates robust demand for Kraken's products, particularly in international markets such as Turkey and Norway [1] - The company's approach to breaking down complex problems into basic elements allows for the identification of overlooked investment opportunities [1]

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach to identify overlooked investment opportunities [1] Group 1: Company Overview - First Principles Partners employs a "First Principles" methodology that breaks down complex financial and technological problems to their basic elements, facilitating the discovery of investment opportunities [1] - The firm has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] Group 2: Research Focus - Articles produced by First Principles Partners on Seeking Alpha concentrate on emerging technologies, sustainable investing, and the intersection of innovation and finance [1] - The company aims to share insights with a broader audience and engage with fellow investors to promote positive change and sustainability [1]

Core Viewpoint - NatBridge Resources Ltd. has entered into a Mineral Rights Purchase Agreement with Teras Resources Ltd. for the acquisition of the Cahuilla Gold Project, reflecting a strategic move to enhance its gold resource portfolio [1][2][3] Acquisition Details - The Agreement, signed on October 18, 2025, allows NatBridge to acquire 100% of the subsurface mineral rights for Land Parcels 45 and 46, which contain approximately 12,290,139 tonnes and an aggregate of 122,211 ounces of indicated gold resources at a cutoff grade of 0.005 oz/ton [2][4] - Total consideration for the acquisition is valued at approximately US$2.75 million, including an initial payment of US$50,000, a second payment of US$277,505.60, and a final payment of US$2,427,550.40 contingent upon a future token sale [2][3] Project Significance - The Cahuilla property spans approximately 1,680 acres and has an indicated resource estimate of about 1.751 million ounces of gold at a 0.005 oz/ton cutoff grade, as per a technical report prepared in accordance with NI 43-101 standards [4] - The acquisition aligns with the company's strategy of building value through targeted acquisitions of high-quality mineral resources, emphasizing sound geology and long-term value creation for shareholders [3][9] Future Plans - NatBridge is in discussions with Teras regarding the acquisition of Phase 2 mineral rights, which includes approximately 50,702,466 tonnes containing an indicated gold resource of about 496,535 ounces at the same cutoff grade [5][7] - Phase 3, involving lands held by Native American tribal nations, may be included in future negotiations [7] Company Overview - NatBridge Resources Ltd. is a publicly traded Canadian company focused on the gold resource supply side of NatGold Digital's digital gold tokenization ecosystem, aiming to redefine gold's value capture through eco-friendly digital mining processes [9]

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Investment Focus - The company emphasizes uncovering overlooked investment opportunities through a strong background in investment, private equity, and venture capital [1] - Articles produced by the company on Seeking Alpha concentrate on emerging technologies, sustainable investing, and the intersection of innovation and finance [1] Group 2: Community Engagement - The company is passionate about sharing insights with a wider audience and learning from fellow investors, aiming to drive positive change and contribute to a more sustainable and innovative world [1]

First Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong background in investment, private equity and venture capital, I have a proven track record of delivering strong returns for readers. Articles on Seeking Alpha focus ...

Core Viewpoint - AbCellera Biologics Inc. (NASDAQ: ABCL) is expected to benefit from the completion of its clinical manufacturing facility by the end of 2025, which is anticipated to drive long-term growth [1] Company Analysis - The company is positioned in the biotechnology sector, focusing on innovative solutions and sustainable practices [1] - AbCellera's strategic development includes enhancing its manufacturing capabilities, which is crucial for scaling operations and meeting future demand [1] Investment Perspective - The investment thesis is based on a unique analytical approach termed "First Principles," which aims to identify overlooked investment opportunities by simplifying complex financial and technological problems [1] - The analyst has a strong background in investment, private equity, and venture capital, indicating a robust understanding of market dynamics and potential returns [1]

Core Insights - Perigon Wealth Management has acquired Gitterman Wealth Management and Gitterman Asset Management, increasing its assets under management to approximately $10.6 billion [1][2] Company Overview - Perigon Wealth Management is a registered investment advisor based in San Francisco, managing $9.3 billion in client assets prior to the acquisition [1] - Gitterman Wealth Management and Gitterman Asset Management are based in Edison, New Jersey, managing $1.3 billion in client assets [1][2] Acquisition Details - The acquisition will add Gitterman's assets to Perigon, bringing the total to about $10.6 billion [2] - Gitterman partners Jeffrey Gitterman and Eli Rauch will join Perigon as managing directors [2] Team and Client Focus - The six-person wealth management team at Gitterman serves individual investors and professionals from colleges and universities through specific programs [3] - Gitterman specializes in sustainable investing, focusing on climate adaptation and resilience [4] Strategic Alignment - Gitterman expressed that Perigon's strength in impact investing influenced their decision to join the firm, enhancing their asset management strategy for clients [5] - Perigon's CEO emphasized a growth strategy that aligns with firms and individuals sharing similar values, aiming for thoughtful expansion [6]

I am bullish on Ondas Holdings Inc. (NASDAQ: ONDS ), driven by $150 million in capital intended to expand its global defense and security technologies, specifically in Eastern Europe (Estonia, Ukraine, and the United Kingdom). InFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling ...