The Subsea Maritime Market | Part #1

Defense and Commercial Market Need

Oct 25 • The Private Public Investor

10

3

September Portfolio Update (#6)

The portfolio grew 219% YTD and grew 41% in September

Oct 10 • The Private Public Investor

12

2

2

September 2026

August Portfolio Update (#5)

The portfolio grew 126% YTD and contracted -6% in August

Sep 13 • The Private Public Investor

7

2

Veeva Systems Deep Dive

The Most Durable Software Moat in the Market

Sep 6 • The Private Public Investor

9

4

August 2026

New Stock I’m Accumulating

A Picks and Shovels Robotics Play

Aug 25 • The Private Public Investor

6

2

7

Celsius Q2 Update

The Core Brand, Leadership Changes and Valuation

Aug 23 • The Private Public Investor

12

5

July Portfolio Update (#4)

The portfolio grew 140% YTD and contracted -23% in July

Aug 9 • The Private Public Investor

13

3

America Just Banned Foreign Robots

Entering the Nationalism Era of Robotics

Aug 4 • The Private Public Investor

10

1

6

July 2026

AMD Deep Dive (updated)

The Leader in Agentic Compute

Jul 28 • The Private Public Investor

14

1

9

Celsius Holdings Deep Dive

The multi-brand energy platform

Jul 22 • The Private Public Investor

45

8

28

June Portfolio Update (#3)

The portfolio grew 209% YTD and 13% in June

Jul 11 • The Private Public Investor

10

3

Top 2 Picks for the Remainder of 2026

An AI infrastructure beast and a consumer growth brand

Jul 3 • The Private Public Investor

8

4