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Deep Fundamental Research

Patrick Zhou

10-20 deep dives on high quality public companies every year

Platform
Substack
PricingFreemiumPublishesWeekly
Issues7SubscribersRead deepfundamental.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Deep Dive: Hawkins (HWKN)

Disclaimer: this research is for informational purposes only. This is NOT a recommendation to buy or sell securities discussed.

a month ago
12
0

Deep Dive: Optical Module Market

Today, I’m exicited to share an in-depth analysis of the global optical module market, an industry I find particularly compelling due to its critical role in data center networks for the development of next-generation AI. Unlike my previous...

2 months ago
21
2

Deep Dive: Stella International (1836.HK)

Disclaimer: this research is for informational purposes only. This is NOT a recommendation to buy or sell securities discussed. Please do your ownwork before investing your money.

3 months ago
13
3

Deep Dive: L'Occitane (973.HK)

Big potential from Sol de Janeiro – likely beating market expectation and intrinsic value not fully baked into valuation

3 months ago
11
0
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Authors

The writers behind this newsletter.

  • Patrick Zhou

    Deep Fundamental Research

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