Painstaking fundamental research on mispriced assets. Recommended by Dr. Michael Burry. Deep-dive investment sagas for the skeptical contrarian.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 60 | Founded | 2 years ago | Last Issue | 10 days ago |
| Active | |||||
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bearstone2023.substack.comLatest Issues
Folly at the Endpoints
Tokenmaxxing Euphoria
In the late 1980s, cardiologists believed they had solved one of the most dangerous problems in post-heart attack care.
The Live Casino Toll Booth
Evolution AB dominates live casino infrastructure
A Trip to the Casino
Precision AI
Adobe’s Answer to the Data Wall
Andrew Ross Sorkin asked Dario Amodei a direct question at the New York Times DealBook Summit this past December: was he surprised by where AI sits today. Amodei said no. Sorkin, visibly thrown by the answer...
Adobe
The Death Narrative
The narrative behind Adobe right goes something like this.
The Blunt Instrument
Precision Medicine, Part 1
There is something philosophically cruel about cancer.
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Authors
The writers behind this newsletter.
Equity Analyst & Founder of Bearstone. I identify wide-moat, high-FCF companies mispriced by short-term sentiment. My research focuses on deep-value rigor and capital preservation. Followed and recommended by Michael Burry.
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