6 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
A personal investment journal with single-stock write-ups covering company history, business model, valuation and bull and bear cases. Issues look at names such as Floor & Decor, Grab and Deckers, mixing financial figures with first-hand observations like store visits and channel checks.
Research-style write-ups on biotech companies and their clinical programs, including Moderna's mRNA cancer vaccine and Viking Therapeutics' obesity drug. Each piece covers trial data, cash runway, regulatory dynamics and likely commercial outcomes from an investor's perspective.
Delivers AI-generated equity research reports a few times a week, each with a long, short or pass recommendation, a price target and a sum-of-the-parts valuation. Reports cover individual stocks such as EchoStar, Synopsys and MiniMax, and lay out a variant view and catalysts.
ValuebyRaph is a newsletter on using AI, mainly Claude, for investing research and analysis. Recent issues include a risk-score breakdown of a Microsoft filing and a multi-part Claude guide covering setup, context and turning answers into Word, Excel or HTML documents.
Blog posts that use AI to analyze SEC filings such as 10-Ks, linking company risk disclosures to current geopolitical events like the Iran-US escalation and the Strait of Hormuz closure. Each issue also promotes the StockCompass analysis platform.
Automated AI-generated equity research reports on individual large-cap stocks, each with a buy/sell rating, price target, valuation ratios and a Piotroski score table. The reports use the same templated text for every company, with only the figures changing.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
