Fallacy Alarm
Rene BruentrupBlending single stock, macro and thematic research into powerful bull and bear cases.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 314 | Subscribers | Read | fallacyalarm.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Peabody: A stealth play on AI power? (incl. Excel workbook)
Coal could stage a comeback to facilitate the data center build out because other energy sources won't be able to. The company could then earn its entire market cap in just a few years.
20 companies with amazing operating leverage
Let me know which ones you would like to see covered in more detail.
September 2025 Market Strategy
The Institutional Investor pain train is approaching the final station.
What the heck is going on with Oracle?
#### TLDR Summary
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Authors
The writers behind this newsletter.
Single Stocks, Innovation Platforms, Demographics, Macro and Economic History | 15y Corporate Finance & Equity Research | CFA
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