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 | 654 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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breakoutinvestors.substack.comLatest Issues
This week on Breakout Investors (week ending 9/18/2026)
The Fed hikes for the first time in three years, LightPath wins a contract that doesn't need a dollar figure, and Syntec finally puts a number in the release.
The Federal Reserve raised rates Wednesday for the first time since 2023: a quar...
Florian's Finds No 173
Welcome to Florian’s Finds No 173 with a handful of new links:
-
Just bury your trash
What if everything we know about recycling is wrong? -
The SaaSpocalypse was more like a RenaiSaaS
Introducing the Stripe SaaS Index
- US Ener...
This Week on Breakout Investors (week ending 9/11/2026)
LightPath answers the question the market asked two weeks ago, an initiation on Aehr calls its own price target rich, and a $1.3 million order says more than a $1.3 million order should.
Two weeks ago LightPath (LPTH) fell double digits on...
Florian's Finds No 172
Welcome to Florian’s Finds No 172 with a handful of new links:
- Small Caps in 2026: The Lottery & the Leftovers
AI euphoria is driving a rally in US small caps
- Interest Rates and Stock Prices: An Old Debate Resurfaces!
Why higher...
Florian's Finds No 171
Welcome to Florian’s Finds No 171 with a handful of new links:
- The Smartest Money
Share issuance as a market- and sector-level timing signal
-
Should We Eradicate Mosquitoes?
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The Scaling and Profitability Trade off: Venture Ca...
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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, former FIRE, taking the intentional path that aligns with my values. I write about the journey and investing, seeking deep value and growth opportunities in the small and micro-cap equities.
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