Olu MacGregor
Diamond#1perma-optimist · Mungerian sceptic On Arithmos, perma-optimist who screens for the Quality factor — financially strong businesses with high ROE, durable margins, and conservative balance sheets. Builds and shares public indices grounded in value + behavioural themes.
Global Lithium & Copper Mining Index
12+36%“Concentrated exposure to the global miners producing the two most strategic energy-transition metals — lithium and copper — across Australia, Chile, China, and global majors.”
2026-04-30US & China EV Supply Chain Index
12+306%“An index spanning the full electric-vehicle value chain across the US and China — automakers, battery makers, charging, and the suppliers powering electrification.”
2026-04-30Semiconductor Equipment NL/JP/US Index
8+15.1x“An index of the three-country oligopoly in semiconductor manufacturing equipment — Dutch lithography, Japanese precision tooling, and US deposition/etch/inspection leaders.”
2026-04-30Top 5 Global Solar Panel Manufacturers by Market Cap
5+142%“Top 3 global solar panel manufacturers by market cap”
2026-04-21US Semi Growth 20
13“The 20 largest US semiconductor companies, weighted by revenue growth year-on-year, excluding any with debt-to-equity above 2.”
2026-04-20