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Fallacy Alarm

Fallacy Alarm

Blending single stock, macro and thematic research into powerful bull and bear cases.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues171SubscribersRead fallacyalarm.com

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#215
Substack
/Finance(Free)
#160
Substack
/Finance(Paid)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

There's more to Root for! (incl. Excel Workbook)

Explosive growth, courageous management, proven technology, unambitious valuation.

23 days ago
6
6
Paid

The Great 2023/24 Short Call Burn.

Disclaimer: The information contained in this article is not and should not be construed as investment advice. This is my investing journey and I simply share what I do and why I do that for educational and entertainment purposes.

25 days ago
9
0

AInsurance Wars: ROOT vs. LMND

Spoiler Alert: One's a stud, the other one's a dud.

a month ago
9
0
Paid

The Ultimate Pain Trade

Disclaimer: The information contained in this article is not and should not be construed as investment advice. This is my investing journey and I simply share what I do and why I do that for educational and entertainment purposes.

a month ago
11
11

Authors

The writers behind this newsletter.

  • Fallacy Alarm

    High conviction concentrated growth investing | Innovation Platforms, Demographics, Macro and Economic History | 15y Corporate Finance & Equity Research | CFA

  • Frequently Asked Questions

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