Iron Elk Capital

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Iron Elk Capital

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🦌 Investing for your financial peace of mind. Long-term thinking • Disciplined strategy • Lasting impact

10/30/2026

Final week, final chance to catch us in a lie.

You know the investment side of Iron Elk Capital. Now we’re letting you in on a little more of the story behind the people who make it happen.

Welcome back to Two Truths and a Lie.

We’ve got three final facts for you. Two are true. One is a lie.

Think you’ve figured out our team yet?

Let us know in the comments if you knew our team as well as you thought you did!

10/29/2026

Scott and Troy spent a few days in New York City this week attending industry conferences, connecting with others in the space, and gaining fresh perspectives 📈

They also made time for a great meal and a catch-up with a good friend. A productive few days of learning, relationship-building, and meaningful conversations!

10/28/2026

This month marks an exciting new chapter for Iron Elk Capital as our CEO steps into the business full-time! 🥳

What started as a vision continues to grow into something we’re incredibly proud of, and this milestone represents a big step forward in building Iron Elk for the long-term.

We’re excited for what’s ahead as we continue to grow, strengthen relationships, and build something that extends beyond investing.

Here’s to the next chapter 🥂

10/25/2026

Scott is touring New York City in between events this week. The city is full of life and we love it!

10/16/2026

Another week, another chance to catch us in a lie.

You know the investment side of Iron Elk Capital. Now we’re letting you in on a little more of the story behind the people who make it happen.

Welcome back to Two Truths and a Lie.

We’ve got three new facts for you. Two are true. One is a lie.

Think you’ve figured out our team yet?

Share what you guessed below (lie revealed on last slide). Do you have something in common? We'd love to hear about it!

10/14/2026

What does “doing the research” actually mean?

It’s a lot more than looking at a P/E ratio and deciding whether a stock looks cheap.

It means getting to know the business. How it makes money. What drives its economics. Who its competitors are. How management thinks. How it uses capital.

Then we try to prove our own thesis wrong.
What could break the thesis? What are we assuming? What might the market be seeing that we aren’t?

Sometimes, after all that work, we decide we want to own it.

Sometimes the answer is simply: “not yet.”
And that’s okay.

Not every research project needs to end with a trade. Sometimes the most valuable conclusion is knowing when to wait.

𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘍𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. 𝘛𝘩𝘪𝘴 𝘪𝘴 𝘯𝘰𝘵 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘩𝘦 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘭𝘰𝘴𝘴 𝘰𝘧 𝘱𝘳𝘪𝘯𝘤𝘪𝘱𝘢𝘭.

10/09/2026

A new chapter for Iron Elk Capital!

We’ve launched our updated website, designed to better reflect who we are, how we invest, and the principles behind every decision we make.

Take a closer look at our investment philosophy, our team, and what we’re building at Iron Elk.

Whether you’ve been with us from the beginning or are just discovering us, welcome!

www.ironec.com 🦌

10/07/2026

Position sizing is about more than how much we like a company.

We intentionally run a concentrated portfolio, but concentration still has to be balanced with risk. A business may look attractive on its own, but we also have to consider what happens if we are wrong and how that position fits alongside everything else we own.

As the opportunity becomes more attractive and our confidence in the analysis increases, we may be willing to allocate more capital. But conviction alone is never the entire answer.

In FAQ #4, we explain some of the factors we consider when determining how much capital a position should ultimately receive.

How do you think about balancing conviction and risk when sizing an investment? Let us know in the comments.

𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘍𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. 𝘛𝘩𝘪𝘴 𝘪𝘴 𝘯𝘰𝘵 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘩𝘦 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘭𝘰𝘴𝘴 𝘰𝘧 𝘱𝘳𝘪𝘯𝘤𝘪𝘱𝘢𝘭.

10/06/2026

This week we are celebrating our first year since launching Iron Elk 🥳

As a team we have learned so much, met so many amazing people in the fund space and visited some great places!

From clients, mentors, coaches and fellow fund managers, we are grateful for the community around us and we are so excited for another year filled with many new experiences!

We’ve got some exciting things that we are announcing this week. Stay tuned!

Address

30 N Gould Street
Sheridan, WY
82801

Telephone

+18882176035

Website

http://www.ironec.com/

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