Breakout Investors: Ahead of the Curve
Breakout Investors, Buschek Florian, Ashleigh DayAhead of the Curve provides the top content produced on the Breakout Investors Platform. Breakout Investors is a community of sophisticated retail investors that strive to be Ahead of the Curve in identifying and owning great small cap companies.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 624 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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breakoutinvestors.substack.comLatest Issues
This Week on Breakout Investors (week ending 6/5/2026)
Markets took a breather Friday on the back of a stronger than expected labor report…bonds, commodities. While the report was signs of a strong economy benefiting from trillions in capex spending, the market could not ignore the threats that...
Florian's Finds No 158
Welcome to Florian’s Finds No 158 with a handful of new links:
- Ukraine Turns the Tide
Why a Cease-Fire Is Now a Real Possibility
- The AI Consumer Surplus
How we’re using AI at Verdad
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The AI Trade is Global
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The struggle...
This Week on Breakout Investors (week ending 5/29/2026)
Photonics companies shares have been moving up at lightspeed this Spring, catching a breather as expectations for the market soar. Don’t let the soft silver tape fool you as ilver drifted, closing near $73, essentially flat on the week and...
Florian's Finds No 157
Welcome to Florian’s Finds No 157 with a handful of new links:
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Thoughts on ROIC, Margins and Turnover
- Portfolio Turnover: A Vastly Misunderstood Concept
A look at the similarities between asset turnover in business and portfoli...
This Week on Breakout Investors (week ending 5/24/2026)
The microcap recovery (from highs) began Wednesday and led to some sharp moves across momentum names and many we follow, including WATT, OPTX, and AEHR. In light of the technology of the year, this week’s issue is brought to us by Gemini’s...
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Authors
The writers behind this newsletter.
Breakout Investors is a global network of stock pickers sharing research in an effort to be Ahead of the Curve in spotting future Breakout Investments
I have an MSc in physics from TU Munich and just finished my PhD in Additive Manufacturing in Sheffield UK. Investing is my self taught hobby, mostly from books, the lectures of Aswath Damodaran and studying the great investors.
CPA, former private equity real estate, seeking deep value and growth opportunities in small and micro-cap space.
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