5 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
Long-form equity research memos on small and mid-cap space, semiconductor, hardware and defense technology stocks, built from primary filings, federal award records and orbital data. Each piece includes valuation context, bull and bear cases, and dated tripwires to watch.
A finance-focused newsletter offering investment research, with issues analysing SpaceX's AI compute guidance, Microsoft's earnings tied to OpenAI, and Meta's GEM ad-ranking model. Much of the substance sits behind a paywall, while free excerpts show a clear analytical voice with specific figures and a personal point of view.
In-depth equity research on under-the-radar quality compounders, built around ROIIC, reinvestment runway and valuation. Readers get company deep dives, updated IRR/CAGR ranges for a portfolio, and explanations of the valuation framework behind them.
Pitches individual overlooked small-cap stocks with valuation-driven investment theses, covering metrics like normalised free cash flow, EBITDA multiples and upside scenarios. Each issue presents a base case and a bull case for a specific company, often outside mainstream coverage.
Independent equity research on global technology companies, including investment memos, valuation updates and market commentary. Readers get valuation perspectives and high-conviction stock ideas, with coverage such as TSMC post-earnings memos.
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