CosmicCapital’s Substack
CosmicCapitalEquity Analyst with quality bias | Deploying a simple strategy that has delivered 4-5% alpha over decades | Deep research, stock ideas, updates and more. Join me in building a portfolio for cosmic generations!
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 57 | Founded | 2 years ago | Last Issue | 7 months ago |
| Active | |||||
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cosmiccapital.substack.comLatest Issues
Intuit - Business Breakdown
Software ate the world. Now AI is eating software. That’s the current investment narrative out there.
Mass uncertainty is being created by OpenAI. Software firms with previously insurmountable moats are now coming under question - are they...
Thesis Tracker - 04/10/2025
Time flies. Another quarter has gone by. So, it’s time to revisit the thesis tracker.
Since the last one, the S&P 500 is +12%, continuing an all too familiar story where US stocks just keep going higher.
There are pockets of the market s...
7 Powers: The Hidden Advantage of Software - Process Power
Everyone is talking about how AI will eat software. But what if the opposite is true? What if the companies people are writing off actually have an invisible moat - one that no amount of capital, talent or AI can disrupt overnight?
In the...
7 Powers - Cornered Resource: Why Diploma's Acquisition Model Can Keep On Going
The secret to earning outsized returns is not always from owning the best product, the biggest brand or even having the deepest pockets. It can come from controlling something others can’t access.
This week I dive into a misunderstood yet...
7 Powers - LVMH vs Richemont: Who Really Wins in Branding?
What makes someone pay $17k for a Tiffany diamond ring when Costco sells an almost identical one for $7k? The answer isn’t the product itself, rather the brand behind it. From Tiffany’s blue box to Cartier’s timeless Love bracelet to the Co...
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Equity Analyst focused on quality and the long-term | Deploying a high conviction approach that has delivered 4-5% alpha | Deep research, stock ideas, updates and more. Join me in building a portfolio for cosmic generations!
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