Asymmetric Radar
Asymmetric Radar, Pablo Trindade, Learning.Investing.Thriving.Independent investor I Full-time dad. I write about long-term investment decisions, risk, and mistakes I hope you don’t have to make.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 38 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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asymmetricradar.substack.comLatest Issues
The COMPOUNDRA Report #01: NETFLIX
This is NOT a Netflix thesis. It is a look at what happens when you type a ticker into Compoundra and let the framework do its first pass.
Streaming. Subscriptions. Content. A great company, perhaps. An expensive stock, perhaps. The usual...
5 Finance Accounts I Keep Learning From
Most of what I’ve written on Substack so far has been “me, my framework, my mistakes”. This time I wanted to try a different version: not a monologue, just a small map of the finance accounts I keep learning from, why they matter to me, and...
The COMPOUNDRA Framework
In public markets, most conversations are about tickers, price targets and quarterly beats. What Compoundra tries to do is simpler and more fundamental: treat listed companies as evolving businesses and ask how robust their “compounding eng...
WELCOME TO COMPOUNDRA
It’s time. More than two years of obsession have led to this. Being obsessive‑compulsive has a dark side, but it also forces you into the kind of details most people never touch. That’s where this project started.
I could never make...
The Monthly Recap #6 : June 2026
First half is done, and we’ve been building this together: six monthly recaps in.
We close the first half of 2026 with a clear message: the secular AI story is very much alive, but the financial system funding it is increasingly loaded wit...
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Authors
The writers behind this newsletter.
Independent Investor & Analyst • Financial Engineering Student (senior year!) • Full-Time Dad • NFA
MSc Data Science | MIT Micro Masters | Seasonal bias + COT analysis for systematic futures traders.
Ex–Morgan Stanley & JP Morgan | Hedge Fund Vet | Now Teaching the Next Gen 20+ years in global markets. Equity trading. Hedge funds. Been there, done that. Creator of Learning.Investing.Thriving: Finance Made Simple.
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