Adamas Research
Adamas Research (João), PanosTwo passionate equity analysts dedicated to finding Adamas (unbreakable) quality. Our research is dual-vetted: Banking valuation skill and Legal/entrepreneurial insight. We look for companies built to last. We are looking at risk first, reward second.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 7 months ago | Last Issue | a month ago |
| Active | |||||
Read this Newsletter
adamasresearch.substack.comLatest Issues
UBER: Platforms beat cars.
I have to admit, it took me a while (well, years) to understand UBER. Here in my country, it’s not very popular, so I wasn’t very familiar with their platform. After getting into the finance world (first banking, now consulting), I had the...
The Judas Rally: Why We're Not Buying the Bounce | Adamas Research, Market Overview
Last week, SPX rallied around 4.65%. At the time of this writing, weekend futures are already -1.2%. At Adamas, we do our best not to buy the fake outs. And this is exactly what this rally looks like to us. Allow us to take a quick look at...
The Great SaaS Shorting: We are starting to dig in the Software Graveyard
There was a time, not too long ago, when calling yourself a “value investor” in the software space felt like a punchline. During the great Zero Interest Rate Policy (ZIRP) mania of the early 2020s, any company with a .io domain, a slick pit...
The Shadow Banking Illusion | The Cockroaches & The Laundry | Part 3 (Final) of Private Credit and Insurance marriage | Adamas Research
Recently, Goldman Sachs held a private client call to discuss the investment implications of the escalating war in the Middle East. During the Q&A, a senior executive at the bank gave away the game. He noted that Goldman’s private markets c...
Cold War 2.0 PART 3 (Final) | The Iran conflict | Adamas Research
It’s been almost a month since the USA and Israel attacked Iran. Since then, we’ve had countless headlines, the market has dropped around 8%, the Fed released one of the most hawkish projections in a while, and rate hikes are potentially ba...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Adamas Research.
| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
SEO Reach
Where Adamas Research ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 32 | Monthly Search Traffic | Top Keywords |
|---|
Authors
The writers behind this newsletter.
Two analysts dedicated to finding Adamas (unbreakable) quality in stocks. Our research is dual-vetted: Banking valuation skill and Legal/entrepreneurial insight. We look for companies built to last. We are looking at risk first, reward second.
Frequently Asked Questions
How can I access the email archive for Adamas Research?
You can find recent issues that have been published by Adamas Research on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Adamas Research have?
To see how many people subscribe to Adamas Research, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Adamas Research?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Adamas Research as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Adamas Research?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Adamas Research using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Adamas Research?
Scroll up to where it says Related Newsletters to see other publications like Adamas Research. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Adamas Research?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.