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Guardian Research

Guardian Research

Independent equity research surfacing misunderstood small caps, asymmetric bets, and the occasional tenbagger

Platform
Substack
PricingFreemiumPublishesDaily
Issues55SubscribersRead guardianresearch.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

$SN: The Sneaky Compounder With 40% Upside (No Paywall)

In July 2023, a Hong Kong listed holding company called JS Global Lifestyle quietly distributed shares in its North American small appliance subsidiary to its existing shareholders, the new entity (SharkNinja, ticker SN) listed on the NYSE ...

7 days ago
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The Exit That Looked Right

I turn 25 on May 1st. According to neuroscience, the prefrontal cortex finishes wiring up around then. So if you’re reading this and thinking “this guy is missing something obvious,” you might be right. I cannot rule it out for a few more d...

10 days ago
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Join my subscriber chat

Quick announcement: Guardian Research now has a subscriber chat.

11 days ago
1
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(No Paywall) TIME TO GRADE MYSELF

Before anything else. This post is free. Open web. No paywall. But the original 2026 outlook article that these calls came from? That lives behind the paywall. Along with the live portfolio, the weekly adjustments, the actual entries and ex...

16 days ago
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The writers behind this newsletter.

  • Guardian Research

    Independent equity research surfacing misunderstood small caps, asymmetric bets, and the occasional tenbagger

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