Guardian Research
Independent equity research surfacing misunderstood small caps, asymmetric bets, and the occasional tenbagger
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 71 | Founded | 5 years ago | Last Issue | 12 days ago |
| Active | |||||
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guardianresearch.substack.comLatest Issues
No Paywall: CDTi Advanced Materials: Two Supermajors and Twelve Months of Cash
I am long CDTI at an average cost of $1.71 and may change my position at any time. Full disclosure below.
CDTi Advanced Materials trades near $1.70 with 4,501,301 shares outstanding, which puts market value around $7.7 million against $9.9...
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...
The No Pile
Eight hundred and one tickers.
That’s the count. I went back through everything that got pitched at me, DM’d to me, tagged into a thread I didn’t ask to be in, or shoved across my desk by someone smarter than me over the last stretch. Eigh...
Up 180.45%
Twenty positions, none of them famous.
Guardian portfolio, August 19, 2025 to August 19, 2026.
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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 research and live trading community. Not financial advice. I may exit/enter positions at any time without notice.
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