Harpreet Narang
The Soji BriefI left a career in tech to trade options full-time and build investing tools for regular people. The Apex Brief is what I wish I'd had when I started — no predictions, no filler, just the fundamentals.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 6 months ago | Last Issue | 13 days ago |
| Active | |||||
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thesojibrief.substack.comLatest Issues
The Soji Brief — Customer Concentration
This Week: The Risk Hiding in Plain Sight
Every metric we’ve covered this year comes from the financial statements. Gross margin, ROIC, free cash flow, debt-to-capital. They tell you how profitable a business is, how efficiently it us...
The Soji Brief — How Rising Memory Costs Are Hurting Some Companies and Barely Touching Others
One Shortage, Six Companies, Six Very Different Outcomes
Six companies named the same culprit for their margin pressure this earnings season. Apple, Nvidia, Qualcomm, Arm, HPE, and Ambarella. Different industries, different sizes, one...
The Soji Brief — Who's Really Funding This Growth?
This Week: The Cash Flow Story Hiding Inside Every Growth Stock
CoreWeave and Nebius are two of the most talked-about companies in the AI boom. Both rent out the computing power that trains and runs AI models. Both are growing at rate...
The Soji Brief — When the Best Business in the World Gets Nervous
There are two different reasons a dominant company spends big.
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Expanding a moat, buying something that extends where it already wins
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Defending a moat, or buying something specifically because a threat to the existing business j...
The Soji Brief —Why Growth Can Quietly Make You Poorer
This Week: Why Growth Alone Tells You Almost Nothing
Two aerospace companies, over the past five years, grew revenue at exactly 9.4% annually.
If growth were the thing that mattered, these two businesses would have created roughly th...
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We score stocks on an 11-factor, 32-point rubric, including profitability, growth, and cash generation. Valuation shown separately so price never distorts quality. New breakdowns weekly. Soji means clarity after chaos in Punjabi.
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