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BlackBull Research

NZ and Aus equities research with a global view. In plain english.

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues256Founded3 years agoLast Issue19 days ago
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Latest Issues

VIP Stocks Cutting The Queue

Few experiences unite humanity quite like standing outside somewhere you’re not yet allowed to be. Like the line for a night club. Getting colder and more sober, only to watch VIPs walk straight in. Drinking culture may be losing its grip o...

19 days ago
3

Talk to me Strait.

This shock has now reached 31 days. With some experts saying that if this extends to three to four months it becomes a systemic problem for the world.

The market has been shielded by a number of supply buffers, but they are being depleted...

2 months ago
3

The ParaBros Bet

Ellison, 43, will run one of the largest entertainment conglomerates on the planet, starting from a position of $79 billion in debt and a leverage ratio of 6.6x EBITDA from day one.

David Ellison attends world premiere of the Apple Origina...

3 months ago
2

Skin in the Game: What Polymarket and founder led firms understand about risk

On February 28th, the United States and Israel launched coordinated strikes on Iran, killing Supreme Leader Khamenei, assassinating top military commanders, and hitting nuclear facilities across Tehran, Isfahan, and Qom.

The foreign policy...

3 months ago
1

GLP-1s: Who gains from weight loss?

First, we had amphetamines and cabbage soup. Then came meal replacements, lemon detoxes, skinny teas, and the occasional flirtation with actual exercise.

For decades, we wanted the results without the effort. Then GLP-1s arrived. Initiall...

4 months ago

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    NZ and Australian equities research with a dash of a global view.

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