AWARE - Making Capital Effective and Transparent

Model Portfolio Update

Assessing the full-fledged turnaround potential of a once-struggling company.

Industrial policy must be grounded in facts and expertise, not armchair opinions

At a time when plausible-sounding arguments from non-experts are threatening to derail a century-long national strategy, we must stand squarely in front of cold, emotionless facts and industrial logic.

2025 Annual Letter

The Overwhelming Autonomous Driving Leader Proven by Numbers: Waymo’s Full-Scale Takeoff

Unlike Tesla’s data, where human intervention often prevents accidents, Waymo’s “pure driverless data” — collected on roads navigated solely by AI — is the true key to dominance in autonomous driving. In 2026, Waymo will begin its solo run, armed with the weapon of “proven safety.”

Model Portfolio Update

Strategic buying and position increase for a leveraged bet.