Reletter
Artwork for Widmark Research

Widmark Research

Widmark Research

Niche equity research firm. We focus on Actionable Investment Research, Sectors & Themes and Shorts & Frauds, to find the best investment opportunities and the hypes to avoid, while sharing our data and tools in the process.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues33SubscribersRead subs.widmarkresearch.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Buy 50% growth after 60% pullback?

Firstly, there are a few reasons for this dramatic pullback.

2 months ago
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Portfolio Update: Exiting $TSSI After 92% Surge; Portfolio Up 18.7% vs. SPX 9.5%

We chose to hold all our positions over the summer despite the volatility. This strategy has both paid off and not, with a slight lean towards the positive.

3 months ago
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$46m Mkt Cap data center services company poised to benefit from Musk's xAI/Dell supercomputer project

With Dell commissioned to construct a massive supercomputer for xAI in Memphis, this initiative is poised to benefit the entire ecosystem of suppliers in the region. Here is our top pick.

5 months ago
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Authors

The writers behind this newsletter.

  • Widmark Research

    Actionable investment research. With this Substack, I share tools, templates, and investment research ideas for a global investor audience.

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