Guardian Research
Independent equity research surfacing misunderstood small caps, asymmetric bets, and the occasional tenbagger
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 62 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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guardianresearch.substack.comLatest Issues
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
There’s a button on Substack that opens the chat. That’s where most of what I do actually lives.
The portfolio is in there. Every position, cost basis where it matters, the cash percentage. You can pull it up any time.
Trades hit the chat...
5x From Here: $ANGX
Three dollars and change for the only audience-curated film studio at scale, with 2.22mm paying members, $365mm in annualized recurring revenue, and a Q1 2026 print that turned adjusted EBITDA positive at $4mm. Operating cash flow also turn...
Situationally Aware
March 2000. Nasdaq up 572% from the start of 1995. Five years of acceleration. Fiber optic shells trading on revenue dreams that never showed up. Day traders quitting their jobs. Cab drivers pitching tickers. Venture capital flooding into a...
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| Subscribers | Engagement | 75 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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| Ranked Keywords | 94 | Monthly Search Traffic | Top Keywords |
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Authors
The writers behind this newsletter.
Independent equity research surfacing misunderstood small caps, asymmetric bets, and the occasional tenbagger
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