
Independent Equity Research
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 93 | Founded | 4 years ago | Last Issue | a month ago |
| Active | |||||

I am a curious person. I want to figure out how things work.
I also want to start with an admission: I had no idea what I was doing.
A few days ago, I was looking into the latest open-source AI models, specifically text-to-speech. One th...
When ChatGPT was introduced, a number of companies were disrupted.
Chegg’s share price decreased by 99%.
Stack Overflow’s number of monthly questions decreased from 200k+ in 2014 to less than 4,000 in December 2025.
I’ve argu...
Zoom had its popularity during COVID, when everyone was working at home, and its share price went up 8x in less than a year. Of course, the correction followed.
Now, it is barely mentioned, and I think that is a mistake.
But before we ge...
About a year ago, I wrote a deep dive on Crocs, and if you’re interested in understanding the company, I’d recommend reading that one first.
In this post, I want to break down what has happened over the last year and...
In school, we’re taught to solve equations to get to the right answer. This accumulates over time, and we’re trained to search for “the right answer”.
In valuation and investing, “the right answer” is known only in h...
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|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
A curious human being, interested in a lot of stuff, one of them being finance.
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