Guardian Research
Independent multi-strategy equity research. 108% annualized return since inception.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 73 | Founded | 5 years ago | Last Issue | 19 days ago |
| Active | |||||
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guardianresearch.substack.comLatest Issues
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.
Lottery Tickets, But the Math Works
A basket built on convexity: small enough to lose entirely, cheap optionality on the right tail, and one multibagger pays for every zero.
Every position in this basket is sized to die quietly. If one goes to zero I will not write a post-mo...
The Yes Pile
107 names that survived the cut. Every thesis, every insider, every level I'd actually pay.
Part one was the graveyard. Eight hundred and one tickers I looked at and passed on, published free, because I think the volume of no is the most u...
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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 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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