Antares Research
Finn from AntaresResearch from deep dives to quarterly reviews, watchlist updates and strategy.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 17 | Founded | 4 months ago | Last Issue | 2 days ago |
| Active | |||||
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antaresresearch.substack.comLatest Issues
The Organ Transplant Stock Mr. Market Put on Ice
Content Note: Some images in this article contain real human organs and medical transplant procedures that some readers may find graphic or uncomfortable.
Prefer listening over reading?
Every year, thousands of viable donor organs are nev...
Veeva Systems: The Market Is Missing What's Coming
Veeva delivered another strong quarter, exceeding guidance on both revenue and earnings while continuing to demonstrate the durability of its business model. Growth remained healthy across both Commercial Solutions and R&D Solutions, profit...
SpaceX: Read the Fine Print
Since the dawn of humanity, our eyes have been drawn toward the sky. From the dream of flight and the first hot-air balloons to airplanes and the Moon landing, progress has always been closely linked to curiosity. Humans are explorers by na...
AppLovin: Why Meta Just Strengthened the Bull Case
Prefer listening over reading?
I’ve added a short podcast-style audio summary below — perfect if you want the key ideas in a more relaxed format.
AppLovin (Ticker: $APP) has become one of the most controversial growth stories in the mark...
The Market Thinks AI Will Disrupt ServiceNow. What If It Does the Opposite?
Concerns around the monetization of AI applications and a potential disruption of the classic seat-based business model have put ServiceNow’s stock under significant pressure in recent months. The stock now trades roughly 60% below its all-...
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The writers behind this newsletter.
Quality-GARP • I research high-quality growth businesses at reasonable prices • The goal: Helping investors compound long term — without having to chase every headline or get lost in market noise.
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