Arya’s Substack
AryaMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 229 | Subscribers | Read | aryadeniz.substack.com |
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Latest Issues
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Deep Dive: U.S. Power Producers
For most of the last two decades, U.S. power producers were treated as financial orphans: too commodity-sensitive for utility investors, too regulated and asset-heavy for growth investors, too tied to heat rates, fuel spreads, hedge books a...
Reflexivity and Political Violence
I am sad and I am angry about what happened this weekend to President Donald J. Trump, because whatever one thinks of him politically, the fact that a former and current President of the United States has now had to endure repeated attempts...
Avis Car Rental (CAR) | Short Squeeze and Reflexivity
This month one of the most fascinating developments is in a ticker called \- this is one of the members of the 2021 short squeeze members
Deep Dive: Tesla, Inc. (TSLA)
stock never made sense to me but it has been flat for 5 years, it made lots of people wealthy, and the multiples no matter what bears say have been stable at elevated levels. So after following the “invest and then investigate” adage by Geo...
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