Artemis Big Fundamentals
Jon Ma, Andrew Van Aken, Alex Weseley, Maggie Schwierking, Anthony Yim, Akhil Vajjhala, Mario Stefanidis, Zheng Jie, Sam Andrew, XynersrnUnderstand who are the winners and losers in AI and digital finance. We believe fundamentals matter in investing.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 225 | Founded | 4 years ago | Last Issue | 3 days ago |
| Active | |||||
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research.artemis.aiLatest Issues
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...
Thesis: KAST’s Stablecoin Opportunity
“My thesis on why I left Circle was this is the greatest TAM opportunity of our lifetime and the biggest thing that you could do was not to build a stablecoin...the biggest thing you could do was build a fintech or a bank on top of those ra...
Alpha With Artemis #1
We love investing. We talk about it constantly, spend our days, nights and weekends sifting through data, filings and analyst reports. Finally we thought, why not share our love with the world?
Join us on X/Twitter every Monday, Wednesday...
Thesis: Long Circle
Last week we had Lorenzo Valente from ARK Invest on the podcast to discuss why Circle is under-appreciated by the market. We extend that thinking in this week’s Thesis.
Thesis: The market thinks Circle’s moats are weak, stablecoins are a c...
Analyst of the Month: Dr. Crossroads
Welcome to the 25th 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 Dr. Crossroads.
Dr. Crossroads (Roy) is an investor and creator known...
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Authors
The writers behind this newsletter.
Co-founder/CEO of Artemis
Data Science @Artemis
Artemis
Quant, crypto, & macro
Blockchain Data Refinooor @ Artemis
Fundamental research lead at Artemis Analytics
Artemis
Deep research. Big ideas.
I like stuff about tech, finance and AI
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