Crack The Market
Ozeco, Strategist, Swiss Transparent Portfolio, Margin of Sanity, Shivam, Florian Jumel, ArchitectInstitutional level research helping you own equities you understand and learn about trends and companies that will underpin the growth and value creation of the next decades.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 75 | Subscribers | Read | crackthemarket.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
CATL: The battery titan with electrifying growth
The global leader in battery manufacturing is seeing explosive growth whilst continuing to consolidate its position as an electrifying champion powering EVs and grids throughout the world
Air Liquide: The ultimate defensive earnings compounder
Leader in one of the most stable businesses in the world providing stability and earnings growth in an uncertain world with margin upside
Bitcoin for Equity Investors: Understanding the $2.2tn Asset You Don’t Yet Own
A collaboration between Crack The Market and Florian Jumel
Electrification Megatrend with Ozeco
Check out the Electricity is the new Oil deep dive on the Electrification megatrend, which is the basis for this discussion:
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Authors
The writers behind this newsletter.
Crack The Market helps you own equities you understand through institutional level research. Learn about trends, technologies and companies that will underpin the growth and value creation of the next decades.
We specialize in unearthing undervalued companies largely overlooked by mainstream analysts. Our focus is on finding true bargains: businesses with strong fundamentals, limited downside, and significant upside potential.
Common-sense with Swiss-level caution. We hunt scalable, capital-light, high-quality managed compounders in strong jurisdictions. Micro/Mid caps, odd-lot & special situations. Portfolio updates, equity research, valuation checks. Real estate owner.
Investing without certainty...because there is no certainty in investing. The best we can hope for is a margin of sanity. The goal is simply to beat the market in the long run without going insane in the short term.
I’m Shivam Kashan, an investment analyst focused on undervalued, high-quality companies. On The Knight’s Edge, I share research-driven insights, valuation breakdowns, and timeless principles—grounded in discipline, faith, and purpose.
Structural Analyst & Writer. Creator of Bitcoin Coherence | NEXUSLAYER. Author of FLUR | Philosophy of the In-Between. Mapping systems, pressure and perception through structure and psychology.
Writing for The Small Cap Strategist
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