Guardian Research
Independent multi-strategy equity research. 108% annualized return since inception.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 75 | Founded | 5 years ago | Last Issue | 11 days ago |
| Active | |||||
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guardianresearch.substack.comLatest Issues
The data center IPO the market wrote off, with 70% upside
55% is the average target of the analysts who didn't underwrite the deal; the full consensus implies about 70%
Most of the money in data centers right now wants the big stuff: gigawatt campuses and hyperscaler leases. This name sits at the...
Portfolio and performance update, September 2026
108% annualized since inception and up 65.70% YTD. Behind the paywall: the full portfolio, price targets and potential multibaggers.
Through September 28 the portfolio is up 65.70% year to date, pre-tax. The S&P 500 is up 13.21% over the s...
10,000 AI agents just broke Navier–Stokes in 88 hours. Here is where the money is.
Finite-time blowup, a $1mm prize nobody is claiming, and the parts of your process that reprice because of it: stock selection, thematic rotation, portfolio construction, manager selection.
Sep 8, 2026. OpenAI, internal model. Forced 3D Na...
Over 90% upside on a three-month delay
The market priced a postponement like a cancellation
Here is a setup that shows up maybe twice a year and almost never gets priced right.
No Paywall: CDTi Advanced Materials: Two Supermajors and Twelve Months of Cash
Base case is a triple. Bull case is eleven times your money, assuming the cash lasts.
I am long CDTI at an average cost of $1.71 and may change my position at any time. Full disclosure below.
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| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| 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 multi-strat investment and manager research. Join the live trading community. Not financial advice. I may exit/enter positions at any time without notice.
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