Deep Fundamental Research
Patrick Zhou, The Tech Guy10-20 deep dives on high quality public companies every year
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | deepfundamental.substack.com |
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Latest Issues
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Deep Dive: Hawkins (HWKN)
Disclaimer: this research is for informational purposes only. This is NOT a recommendation to buy or sell securities discussed.
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...
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.
Deep Dive: L'Occitane (973.HK)
Big potential from Sol de Janeiro – likely beating market expectation and intrinsic value not fully baked into valuation
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Authors
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Deep Fundamental Research
Investor focused on AI related equities
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