In volatile markets marked by fear, uncertainty, and doubt, it's more important than ever for investors to stay focused on investing in high-quality, long-term opportunities.
Not for Everyone.
But maybe for you and your quality investing loving patrons?
Hello QE ,
I hope thid finds you in a rare pocket of stillness.
We hold deep respect for what you've built here—and for how.
We’ve just opened the door to something we’ve been quietly handcrafting for years.
Not for mass markets. Not for scale. But for memory and reflection.
Not designed to perform. Designed to endure.
It’s called The Silent Treasury.
A sanctuary where truth, judgment, and consciousness are kept like firewood—dry, sacred, and meant for long winters.
Where trust, vision, patience, and stewardship are treated as capital—more rare, perhaps, than liquidity itself.
The 3 inaugural pieces speak to quiet truths we've long engaged with:
1. Why many modern investment ecosystems (PE, VC, Hedge, ALT, spac, rollups) fracture before they root
2. Why Judgment, ‘Signal’, and Trust Migrate Toward Niche Information Sanctuaries
3. The Hidden Costs of Clarity Culture — for long term, irreversible decisions
These are not short, nor designed for virality.
They are multi-sensory, slow experiences—built to last.
If this speaks to something you've always felt but rarely seen expressed,
perhaps these works belong in your world.
Two sample publication links are enclosed, should you choose to start experiencing…
https://open.substack.com/pub/helloin/p/from-brightness-to-blindness-the?utm_source=share&utm_medium=android&r=5i8pez
https://helloin.substack.com/p/built-to-be-left?r=5i8pez
Warmly,
The Silent Treasury
Are you deducting SBC from FCF? GIven Intuit's high SBC, I don't believe its FCF is that high.
It's true INTU does have high SBC but FCF still very healthy and positive even on an adjusted basis (SBC has roughly a 35% impact).
Not for Everyone.
But maybe for you and your quality investing loving patrons?
Hello QE ,
I hope thid finds you in a rare pocket of stillness.
We hold deep respect for what you've built here—and for how.
We’ve just opened the door to something we’ve been quietly handcrafting for years.
Not for mass markets. Not for scale. But for memory and reflection.
Not designed to perform. Designed to endure.
It’s called The Silent Treasury.
A sanctuary where truth, judgment, and consciousness are kept like firewood—dry, sacred, and meant for long winters.
Where trust, vision, patience, and stewardship are treated as capital—more rare, perhaps, than liquidity itself.
The 3 inaugural pieces speak to quiet truths we've long engaged with:
1. Why many modern investment ecosystems (PE, VC, Hedge, ALT, spac, rollups) fracture before they root
2. Why Judgment, ‘Signal’, and Trust Migrate Toward Niche Information Sanctuaries
3. The Hidden Costs of Clarity Culture — for long term, irreversible decisions
These are not short, nor designed for virality.
They are multi-sensory, slow experiences—built to last.
If this speaks to something you've always felt but rarely seen expressed,
perhaps these works belong in your world.
Two sample publication links are enclosed, should you choose to start experiencing…
https://open.substack.com/pub/helloin/p/from-brightness-to-blindness-the?utm_source=share&utm_medium=android&r=5i8pez
https://helloin.substack.com/p/built-to-be-left?r=5i8pez
Warmly,
The Silent Treasury
Are you deducting SBC from FCF? GIven Intuit's high SBC, I don't believe its FCF is that high.
It's true INTU does have high SBC but FCF still very healthy and positive even on an adjusted basis (SBC has roughly a 35% impact).