Reletter
Artwork for Acid Investments

Acid Investments

N.R98

A value investing journal

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues74Founded3 years agoLast Issue6 days ago
Active

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acidinvestments.substack.com
Artwork for Acid Investments

Latest Issues

A short play on SpaceX via Echostar (SATS)

I’m sitting here in the office and reading through the news flow on SpaceX. No call either way on what this business should trade at.

The listing takes place next Friday (12 June), the IPO valuation was downsized from a staggering US$2T t...

6 days ago
7
4

SemiDigest Teaser Issue (May 29)

Hi AcidInvestment readers,

It is getting harder to keep up with semiconductor and AI infrastructure news. One Nvidia rack touches GPUs, HBM, DRAM, NAND, optics, power, cooling, PCB, substrates, passives, ODMs, and semicap equipment. Import...

12 days ago
4

Monday brief - Some events to pay attention to and additional AI musings (ITGR, PZZA, 285A)

The guitar-solo by Van Halen in “Beat It” is absolute beauty


This will be a brief note to help me think through a few interesting ideas. Once again, this will have a little bit for everyone as I’m once again highlighting some intere...

16 days ago
5

Some brief trades to highlight Leslie and Rigaku (LESL, TYO:268A) and a quick update on Victory Giant (VGT)

I will shamelessly plug this to eternity but this post is sponsored by ACIDFIN. Give it a try at acidfin.com.

TGIF!

I’m penning this quick before heading for dinner; I have two quick interesting setups to highlight to readers - one anti-...

19 days ago
11

Musings for the weekend - Codex and the anti-bubble (a large cap and some medtech)

I will shamelessly plug this to eternity but this post is sponsored by ACIDFIN. Give it a try at acidfin.com.

With that out of the way… I’m back from dinner to complete this piece that I’ve been frantically penning intermittently through t...

a month ago
13
2

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  • N.R98

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  • Frequently Asked Questions

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