Newsletter
Independent equity research delivered to your inbox.
The newsletter is how research reaches readers. It is a distribution channel for what is published here, not a separate publication with different content.
There is no fixed schedule. Emails go out when a new thesis publishes, when an open thesis is updated, or when a situation is worth flagging.
What arrives
- New Research
- Each new thesis, in full, when it publishes.
- Thesis Updates
- Dated updates when the facts behind an open thesis change.
- Special Situations
- Event-driven opportunities, where timing often matters more than patience.
Find the next mispricing.
Independent equity research delivered to your inbox.
New research, thesis updates and interesting situations we're investigating.Free. No spam. Unsubscribe anytime.