Why We Started
We have a passion for helping others grow their wealth. It is a simple, buy and hold approach. We are focused on long term results for investors. Our thesis is to find the fastest horse in the race, and back that horse. This thesis has produced tremendous results since our beginning.
The Founding
Jacob started Big Horse Capital out of his dorm room in college, with a small amount of funding from family & friends.
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Over the following years he became a sponge, learning from the very best investors in the world. He seeks to combine the laws of nature, as well as ancient principles that have lasted thousands of years, and apply them to the modern world.
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In 2022 Jacob graduated from college with a degree in Accounting. He has no plans of going back to school, as he believes the world is moving much faster than institutions can catch up.
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Today, Jacob helps investors through unique research, values, and methods of analyzing global markets. His goal every year is to "help the curious-minded investors who believe in intellectual honesty, freedom, and long term prosperity in a constantly changing economic environment."
Big Horse Capital Performance
Past performance is not indicative of future results.
2023 Performance
2023 S&P 500 Performance (SPY)
2023 Nasdaq Performance (QQQ)
402.39%
Thesis: Bitcoin to recover from bear market/4 year cycle lows.
GBTC to be top risk adjusted performer, trading at 50%+ discount to NAV amidst FTX collapse.
26.19%
Global Liquidity lifts all boats after bottoming Q4 2022.
54.85%
Technology rises in 2023 due to liquidity. Best beneficiaries were technology categorized in the "exponential age" bucket.
Disclaimer:
Big Horse Capital does not provide financial, investment, tax, or legal advice. None of the information on the bighorsecapital.com website is financial, investment, tax, or legal advice and should not be taken as such; the content on bighorsecapital.com is intended only for educational & entertainment purposes. bighorsecapital.com (Jacob) shares some of his trades/investments as examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of bighorsecapital.com is solely the opinion(s) of the author who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgement and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions.
Our Process
We have produced top tier returns by focusing on 3 key aspects.
Broken Money
Based upon every historical context, the money we utilize globally is broken. We are in a new regime where the global reserve currency will face competition.
Diversification
We believe diversification is "diworseification". The focus should be on the fastest horse during "risk on" environments.
Long Term Outlook
We do not seek to outperform in the short term. Our outlook focuses on long term success.
Questions or Concerns
Questions? Concerns? That's cool. Actually, that's GREAT. It means you truly care about something we are doing at Big Horse Capital. Send us a message and we'll get back to you as soon as possible.
Big Horse Capital
