Root Logic Market Insights
Root LogicMarket trends and investing insights
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 21 | Subscribers | Read | rootcapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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I'm more confident in Nebius today than I was three months ago. Substantially more confident. And yet my base case valuation just dropped by more than $10.
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Updating the threat model and valuation framework for Nebius after stellar results
"Software is dead" and so is Amazon. Really?
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The UK Space Industrial Nobody's Heard Of
I recently added Filtronic as one of my top ideas for 2026 at a price of £1.86 - mainly because I’m expecting nobody has heard of it, yet it has one of the strongest narratives and set of catalysts of any stock in the UK market and on my wa...
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Authors
The writers behind this newsletter.
I like to write about market trends, business news and investing.
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