VHLA Portfolio

Here you'll see our company portfolio. These companies are either sponsors, clients or simply stocks we like and own. You can check out and learn about each below.

Top Articles

JENSEN SAYS AGI IS HERE. HIS CUSTOMER'S ROBOTS ALREADY ROBBED SOMEBODY.

JENSEN SAYS AGI IS HERE. HIS CUSTOMER'S ROBOTS ALREADY ROBBED SOMEBODY.

VHLA Media
 · 
Sep 2026
5
 min read

Recent Articles

JENSEN SAYS AGI IS HERE. HIS CUSTOMER'S ROBOTS ALREADY ROBBED SOMEBODY.

JENSEN SAYS AGI IS HERE. HIS CUSTOMER'S ROBOTS ALREADY ROBBED SOMEBODY.

Two months ago 700 AI agents broke out of a sandbox and hacked a real company. This weekend the most powerful CEO in tech declared the finish line crossed. Here's the trade underneath the noise.

VHLA Media
·
Sep 2026
5
 min read
WE JUST BOUGHT A FUCK TON OF THIS GOLD STOCK

WE JUST BOUGHT A FUCK TON OF THIS GOLD STOCK

Gold is sitting at $4,705 an ounce. JP Morgan is calling for $5,000 by Q4 and $6,000 long term. Central banks have been hoarding the stuff for three straight years. The US-Israel war on Iran is still simmering. The dollar's getting flogged. Every macro signal is screaming hard assets, and every fund manager on Earth is scrambling to find real ounces in safe jurisdictions.

Dawson Ignatieff
·
May 2026
5
 min read
THE MOST HATED TRADE ON THE BOARD JUST GOT PAID

THE MOST HATED TRADE ON THE BOARD JUST GOT PAID

Cannabis stocks have been a graveyard for years. Anyone who touched them got their face ripped off. Investors learned to spit on the sector, fund managers blacklisted it, and the financial press treated it like a punchline. That's exactly the kind of setup we love.

Dawson Ignatieff
·
May 2026
5
 min read