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 | 20 | Founded | 4 months ago | Last Issue | 12 days ago |
| Active | |||||
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thesojibrief.substack.comLatest Issues
The Soji Brief — ROIC vs ROE vs ROA
This Week: The Return Metric That Can Be Faked, and the One That Can’t
Every quarter, companies report how good they are at turning your money into profit. There are three different ways to measure that, and most investors only ever l...
The Soji Brief — Autodesk Shrank Its Own Revenue on Purpose. Now It Has the Best Margins We've Ever Screened.
This Week: Not All Revenue Is Worth the Same
In February 2016, Autodesk did something that looked like corporate self-harm. It stopped selling its software.
Ok, maybe not entirely, but it stopped selling it the way it always had, whi...
The Soji Brief — The Moat Trap
The Moat Trap, Why Dominance and Consistency Are Not the Same Thing
ASML and TSMC are two of the most important companies in the entire AI buildout. One makes the only machines capable of printing the world’s most advanced computer ch...
The Soji Brief — Special Edition | The Two Engines Every Bank Runs On
The Two Engines Every Bank Runs On
Yesterday morning, all five of America’s largest banks reported earnings at once: JPMorgan, Goldman Sachs, Bank of America, Wells Fargo, and Citigroup. Every single one beat expectations. Some by eno...
The Soji Brief — The One Number That Can't Be Manipulated Like Earnings
This Week: Price to Free Cash Flow, the Number That’s Harder to Fake
Last week we showed you how we calculate fair value. This week we are going deeper on one of the inputs that makes that calculation trustworthy: cash.
Here is a tru...
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Left a career in tech to build the stock research tool I always wished existed. Scoring stocks on real fundamentals so you don't have to figure it out alone. No predictions, no filler, just fundamentals. Soji is Punjabi for clarity after chaos.
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