We pitch purely opportunities that we actively search for and research in depth. Each pick is highly detailed and requires a significant amount of time. Learn together, earn together: AAIG Research
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 75 | Founded | 9 months ago | Last Issue | 5 days ago |
| Active | |||||
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aaig.substack.comLatest Issues
A founder-led serial acquirer that buys niche leaders at 4–5x EBIT, and why it is one of my largest positions
By Titouan
Most of the businesses that keep heavy industry, energy and infrastructure running are small, founder-owned and invisible. A team of high-voltage electricians, a workshop that overhauls critical equipment, a fluid-containment sp...
LibertyStream: call update + thoughts about recent share price performance
Written by Jochem Verzijl
On 8 October we hosted Lucas Sacerdote for a members’ call on LibertyStream (thanks everyone who joined in, especially the ones that contributed to the discussions). Lucas founded Valora Investment Group in 2025 a...
NUAI UPDATE: $64 MILLION PLACEMENT
Written by Jochem.
Dear members,
AI cooling: time to token today, operating efficiency over time
We just came off another call with My Truong, ZutaCore’s Chief Product and Technology Officer, together with Mark. We had a really interesting discussion on NVIDIA’s DSX approach and integrating liquid cooling into modular designs, from fac...
NEW ERA ENERGY & DIGITAL INC
By Jochem & Mark
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Authors
The writers behind this newsletter.
research collective of 6 analysts across multiple industries. We find asymmetric opportunities and build institutional-level quality research. Read by professionals, asset managers and leading compagnies
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