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Understand who are the winners and losers in AI and digital finance. We believe fundamentals matter in investing.

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Issues229Founded5 years agoLast Issue8 days ago
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Latest Issues

This Week in Markets 10/30/2027

Wow, what a week to bring back an investing newsletter. Anthropic dropped its S-1, Brazil elections sent markets into chaos, earnings season is in full swing. Let’s just get into some data.

Anthropic Files its S-1

Thanks for reading Arte...

8 days ago
19
1

Analyst of the Month: Mario Stefanidis

Welcome to the 28th edition of Analyst of the Month.

Every month, we highlight a leading analyst who takes a long-term view with investing.

This month we highlight Mario Stefanidis at North Island Ventures

Mario Stefanidis is an investor...

a month ago
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2

Analyst of the Month: Ishmael Asad

Welcome to the 27th edition of Analyst of the Month.

Every month, we highlight a leading analyst who takes a long-term view with investing.

This month we highlight Ishmael Asad at Bitwise.

Ishmael Asad is a crypto research analyst at Bit...

2 months ago
8

Thesis: Long $BABA

Alibaba, my dear alibaba…

I first bought Alibaba back in 2021 at $200, rode it all the way down to $60 in 2022 and sold it at $150 in 2025. Crazy journey.

My thesis back then was pretty simple: Alibaba had one of the strongest vertically...

2 months ago
12

Analyst of the Month: David Kroger

Welcome to the 26th edition of the Analyst of the Month.

Every month, we highlight a leading analyst who takes a long-term view with investing.

This month we highlight David Kroger at T. RowePrice Digital Assets.

David Kroger is the Dire...

2 months ago
8

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Authors

The writers behind this newsletter.

  • Jon Ma

    Co-founder/CEO of Artemis

  • Zheng Jie

    Artemis

  • Sam Andrew

    Deep research. Big ideas.

  • Andrew Van Aken

    Data Science @Artemis

  • Mario Stefanidis

    Fundamental research lead at Artemis Analytics

  • Xynersrn

    I like stuff about tech, finance and AI

  • Alex Weseley

    Artemis

  • Akhil Vajjhala

    Blockchain Data Refinooor @ Artemis

  • Anthony Yim
  • Isaiah Washington

    Long holder and fundamentals maxi.

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