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Fundamentally Sound

Manu Invests, Asymmetric Opportunties
Hundreds of paid subscribers

Simplifying investing by breaking down and sharing clear, approachable insights for long-term success.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues41Foundeda year agoLast Issue8 days ago
Active

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Latest Issues

What Is The Options Market Pricing For Uber?

Regular readers know my fundamental thesis on Uber and that I am extremely bullish on the company.

Regular readers know my fundamental thesis on Uber and that I am extremely bullish on the company. It is a core position in my portfolio wit...

8 days ago
15
3
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Important Update: June 1st Price Move

It has been just over a year since I launched Fundamentally Sound as a passion project, and about six months since we made the decision to give it the time, dedication, and energy it deserves.

Over the last few months, Fundamentally Sound...

a month ago
10

Earnings Review: SPGI Q1 2026

Breaking Down the Q1 2026 Numbers & AI Tailwinds

Business Update

a month ago
11
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Earnings Review: HIMS Q1 2026

HIMS reported Q1'26 earnings this week.

HIMS reported Q1'26 earnings this week. Last report - HIMS issued a pretty tight guide for Q1 with a 2-7% range for revenue growth. I went into yesterday reflecting caution in my expectations on the...

a month ago
6
Paid

The Fundamentals: Reviewing My Meta Post Through the Lens of a New Investor

After my recent post on Meta, I received a number of great questions from the Discord. While I strive to make my articles beginner friendly, I acknowledge that I have been researching, writing, and discussing these topics for years and may...

a month ago
19
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Authors

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  • Manu Invests

    Quality and Fundamental investment insights. Breaking down financial statements & simplifying complex concepts.

  • Asymmetric Opportunties

    Active in Asset Management | trading and investing. - Probabilistic market intelligence. - Market-implied expectations, positioning & asymmetric opportunities

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