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 | 648 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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breakoutinvestors.substack.comLatest Issues
Florian's Finds No 170
Welcome to Florian’s Finds No 170 with a handful of new links:
- The 30,000-mile fish finger
There’s a good chance the cod on your child’s plate has been around the world and back. Not that you’d learn any of that from the label...
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This Week on Breakout Investors (week ending 8/28/2026)
The Army widens a competition and a thesis takes the hit, Aehr becomes a bet nobody will call, and a press release with a very small number in it moves a stock 10%.
LightPath (LPTH) fell hard Friday, double digits, on no company news at al...
Florian's Finds No 169
Welcome to Florian’s Finds No 169 with a handful of new links:
- It’s Hard to Spend Overvalued Stock
A company whose shares are mispriced can convert that into something real, but it’s challenging
- When AI reads every 10-K, the only...
This Week on Breakout Investors (week ending 8/21/2026)
A press release with no number in it, a royalty model that got bigger, and a CEO who left three weeks after signing.
Wednesday morning Intellicheck (IDN) announced that a channel partner had deployed its identity verification with one of t...
Florian's Finds No 168
Welcome to Florian’s Finds No 168 with a handful of new links:
- Cheaper Production Makes Verification Expensive
You don’t write spam with a quill
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Nvidia’s Risky Business
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The Next Global Economic Crisis Could Be Made in China...
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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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