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 | 57 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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bearstone2023.substack.comLatest Issues
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.
Natera: Is the Future Worth Paying up for?
Living at the intersection of AI, genetics, and the future of cancer diagnostics
It is much more important, in my humble opinion, to think in terms of the future than the past. To envision the next twenty years with some degree of accuracy...
The Chains Buffett Forged
They say the chains of habit are too light to be felt until they are too heavy to be broken. The chains you put around yourself now have enormous consequences as you go through life.
— Warren Buffett, University of Florida, 1998
Sub...
MercadoLibre: The Amazon of the Amazon
Where Amazon Is Playing Catch-Up
There is a version of this story that starts with a Stanford business school student and an eBay clone. That version is technically accurate and almost entirely misleading. What Marcos Galperin built in Bue...
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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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