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Structural Layer Investing

The market prices
what it sees.
We price what it doesn't.

Original investment theses on the structural layer of the post-industrial transition — assets the consensus is mislabelling, mispricing, or missing entirely.

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The Archive
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The Position

One sentence per thesis that contains the entire position. Everything else is evidence.

The Rabbit Hole publishes concentrated, conviction-weighted theses on assets positioned at the structural layer of the post-industrial transition — the AI economy, autonomous infrastructure, defense technology, and the re-pricing of industrial civilization's plumbing.

Published 1–2 times per week by Petit Lapin Trading Ltd. The archive compounds.

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The Rabbit Hole is published by Petit Lapin Trading Ltd. All content is for informational and educational purposes only and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Past performance is not indicative of future results. Petit Lapin Trading Ltd. may hold positions in securities discussed.  |  View full disclaimer