Guardian Research
Independent equity research surfacing misunderstood small caps, asymmetric bets, and the occasional tenbagger
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 63 | Founded | 5 years ago | Last Issue | 16 days ago |
| Active | |||||
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guardianresearch.substack.comLatest Issues
Three 10-Baggers Wall Street Hasn't Priced Yet
Plus my two biggest positions that I think do a nice 5x
I went hunting for asymmetry. The specific kind, where the downside is already sitting in the tape and the upside hasn’t been imagined yet by anyone setting the price. Three names cle...
my highest conviction position
A breakdown of my single highest conviction long, plus a 13F most people read wrong and a compounder I think doubles from here.
Quick housekeeping first. The Watch isn’t running on a fixed weekly schedule anymore. I’ll send it when somethi...
Five Setups and a Hedge
One I'm loading up on. Two I'm scaling into. A timber name that pays me to wait for the rest. And one to watch.
Most of what I do is bottoms-up SMID-cap equity research. Filtered through a 20-plus analyst source network and a structured fr...
+67% YTD & The Chat
You’re missing the alpha
There’s a button on Substack that opens the chat. That’s where most of what I do actually lives.
5x From Here: $ANGX
The non-woke Netflix at 1.6x ARR while Spotify trades at 6.5x. A director just bought $1mm in the open market.
Three dollars and change for the only audience-curated film studio at scale, with 2.22mm paying members, $365mm in annualized re...
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Independent equity research surfacing misunderstood small caps, asymmetric bets, and the occasional tenbagger
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