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Daniel's Deep Dive

Daniel's Deep Dive, Paul Gantheil, Aurelion Research

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
Issues44SubscribersRead danielsdeepdive1.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Rational AG: The Hidden Champion Powering Professional Kitchens

One evening, I found myself scrolling through YouTube when a video about the nutrition of professional athletes caught my attention.

8 days ago
19
0
Paid

Hermès: A Quality Business Facing Headwinds

About a year ago I took a closer look at Hermès and of course I had to write a deep dive about it.

15 days ago
15
0
Paid

Booking Holdings: Leading Travel or Facing Disruption?

Today’s deep dive takes us into the world of travel. Summer is just around the corner, and for many of us that means it’s time to start planning the next trip. But what is actually the best way to book a holiday today? And more importantly,...

19 days ago
20
10

Beyond the Grid: Global Infrastructure

Modern society runs on electricity, and the power grid is what keeps that power flowing across the economy. As electrification accelerates, the grid is becoming more important than ever, while pressure on existing networks continues to grow...

a month ago
41
4

Authors

The writers behind this newsletter.

  • Daniel's Deep Dive

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

  • Paul Gantheil

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

  • Aurelion Research

    Independent equity research on global equities and commodities by former investment fund analysts. Aurelion Index total return +104% since July 2025.

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