ACCE Investments
AdrienInstitutional research without the fund manager. Thematic baskets + The ACCE Trade, multibagger stock picks with full thesis.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 68 | Subscribers | Read | acceinvestments.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
THE ACCE TRADE #007
The market has decided this company is obsolete. It made that decision at the worst possible time, using the worst possible logic, and pricing in a level of structural damage that the numbers simply do not support. That is exactly what we l...
ACCE Weekly: Oral GLP-1 wars, defense under pressure, and SNAP's best week since launch
This was a week where three big things happened, and only one of them moved the market the way most people expected. Eli Lilly’s obesity pill got FDA approval on Wednesday. Novo Nordisk responded Thursday with data claiming their pill outpe...
Trump Just Asked for $1.5 Trillion to Spend on Defense. Here's What It Actually Means for Our Basket.
On Friday, April 3, the White House dropped its FY2027 budget request, asking Congress for $1.5 trillion in defense spending.
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Authors
The writers behind this newsletter.
I'm Adrien. Self-taught investor. Thematic baskets and conviction trades at ACCE Investments. Deep-dive stock analysis at The Value Radar. Real money, real frameworks, full transparency.
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