APEX | Deacon Brantley
Deacon BrantleyI blend data-driven analysis, strategic forecasting, and macroeconomic theory to create institutional-grade deep market research and find asymmetric, explosive plays for you before Wall Street does. Quality over quantity, always and forever.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 5 | Founded | a month ago | Last Issue | 12 days ago |
| Active | |||||
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itsdeacon.substack.comLatest Issues
The Company That Just Solved Graphene
For twenty years, graphene has been the most frustrating material on Earth.
It’s a single layer of carbon atoms packed into a hexagonal honeycomb that is 200x stronger than steel, lighter than paper, and more conductive than copper. It cou...
AppLovin: An Asymmetric Play For The Ages
For the past few months, the SaaS field has been treated like a sinking ship. Caught in the blanket fears that AI will disintegrate every SaaS business model on earth, more than 85% of SaaS companies are trading down YTD.
But out of the S...
The Future of Money, At A Discount
Picture a company that processes over €1.4 trillion in annual transactions as the backbone of global business, grew its core business’s revenue at over 40% YoY, and boasts 26% YoY EBITDA growth. In addition, it operates with zero debt, conv...
The Opportunity No One Is Seeing
What if I told you there was a company scaling at an absurd pace — 41% YoY revenue growth, 101% YoY GAAP net income growth — and it’s only trading at 14.5x forward earnings? That it just cannibalized 7% of all outstanding shares in a $180M...
Microsoft Is Running Out of Time
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Welcome to APEX! I’m so glad you’re here. If you’re new, our mission is straightforward. We bring you the raw, deep, and insightful investing alpha you need to make sense of where the markets are actually going. No scams...
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I blend data-driven analysis, strategic forecasting, and macroeconomic theory to create institutional-grade research and find asymmetric plays for you before Wall Street does. Quality over quantity, always and forever.
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