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Daniel's Deep Dive

Daniel's Deep Dive, Ozeco, Paul Gantheil, Aurelion Research
Tens of paid subscribers

I uncover quality companies and long-term compounders through deep fundamental analysis. My goal is to give you actionable insights for informed, long-term investment decisions.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues61Foundeda year agoLast Issue5 days ago
Active

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Latest Issues

Halma: The Invisible Serial Acquirer

In today’s deep dive, we’re taking a closer look at Halma plc which my subscribers picked in a recent poll as the next company I should cover.

And if you’ve followed my work for a while, you probably know that I prefer boring quality compo...

5 days ago
17
4

8 Reasons You Shouldn’t Trust the P/E Ratio

Imagine you discover a new company, take a closer look at the business and eventually see that it fits perfectly with your investment strategy. So you decide that you definitely want to have it in your portfolio. But the next question is us...

a month ago
20
4

You Choose My Next Deep Dive

Hey guys,

Hey guys,

a month ago
4
Paid

Rollins: A Compounder Facing Headwinds

Today we’re taking a closer look at a company I like to call “the most boring quality compounder.” Rollins is the kind of business that quietly compounds in the background while almost nobody talks about it.

Today we’re taking a closer loo...

a month ago
11
Paid

Mowi: The Future of Fish Farming

In today’s deep dive, things are getting a little fishy as we take a closer look at the salmon industry.

Salmon has become an important part of cuisines around the world. Whether it is served in Japanese, Norwegian or Mediterranean dishes,...

2 months ago
16
3

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Authors

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  • Daniel's Deep Dive

    Fundamental stock analyst uncovering quality companies & long-term compounders through deep research. Giving you actionable insights for informed investing.

  • Ozeco

    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.

  • Paul Gantheil

    Equity Analyst sharing lessons on investing to help you think clearly.

  • Aurelion Research

    Independent research on overlooked stocks and investment themes by ex-fund analysts. Aurelion Index 1-year return: +120%

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