Groundbreaker
Groundbreaking Ideas - Real Assets in Public and Private Markets - Thematic, Micro-Cap, and Hidden Asset Investing. Previously Equity Research at Bank of America & Wharton Alum. Featured in the FT, Jefferies' Greed & Fear, and more.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 31 | Founded | 6 months ago | Last Issue | a month ago |
| Active | |||||
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groundbrkr.comLatest Issues
The Teaser Period: Why the AI Boom Is Hitting a Reset Wall
Nothing looked wrong in the summer of 2006. Home prices had risen for the better part of a decade. Delinquencies were near historic lows. Credit spreads were tight, the ratings held, and the securitization machine hummed. If you had asked a...
The Second Derivative: Why No One Understands the AI Boom
Ask a portfolio manager what caused the 2008 mortgage crisis and you will hear a tidy causal chain: lax underwriting produced loans that should never have been made, home prices crashed, borrowers found themselves underwater, they defaulted...
Peak Cheap: The AI Boom Isn't 2000, It's 2008
Look at the AI boom through the only lens most investors trust - the P/E multiple - and nothing screams bubble. Nvidia trades in the low thirties on forward earnings, a hair above the broad market for a company compounding at rates the broa...
Aztec Land and Cattle (AZLCZ): The Land Compounder No One Owns
Pull up AZLCZ on any terminal and you’ll get this: a Phoenix company “engaged in cattle ranching services,” founded 1884, no revenue line, no P/E, a $2,000-plus share price, volume in single digits. No index will buy it, no screen will surf...
Limoneira (LMNR): Priced Like a Lemon
There are two ways to look at Limoneira. The first is the way a stock screener looks at it: a sub-$250 million agribusiness that lost $20.4 million in operating income in fiscal 2025, watched revenue fall from $191.5 million to $159.7 milli...
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Groundbreaking Ideas - Real Assets in Public and Private Markets - Thematic, Micro-Cap, and Hidden Asset Investing. Previously Equity Research at Bank of America & Wharton Alum
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