Hidden Market Gem
Ex-Private Equity, specialized in techs and digital transformation. I invest in unpriced problems of tomorrow.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | a month ago | Last Issue | 2 months ago |
| Active | |||||
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hiddenmarketgem.substack.comLatest Issues
Investing Has Changed Forever
Please before diving in, read this disclaimer.
Introduction
You Know That From Time To Time, I look at Startups
Especially in France actually.
(Last time I wrote about this French startup. Check it out).
And I found something th...
This Small Cap is Addressing Nuclear's Most Expensive Problem and is Still Overlooked
Photo by Viktor Kiryanov on Unsplash
Please before diving in, read this disclaimer.
This edition follows naturally the last edition.
The Most Expensive Problem in the World
There is a moment, somewhere deep inside a nuclear project,...
The Energy Shockwave That Could Break Europe
Photo by KOBU Agency on Unsplash
The Black Swan
I need to be honest with you, because I respect you all.
For the past six months, I’ve been quietly building a thesis. A big big one. The kind you work on in the background, adding layer...
Oil & Cloud: how to invest in the tech sector in time of energetic uncertainty
Photo by Pawel Czerwinski on Unsplash
Please before diving in, read this disclaimer.
This article, plus being a practical guide to trade tech stocks in an energy pick is also a transition from a big macro trend we studied (materials, oil...
Taseko Mines: Deep Dive & Investment Thesis
Please before diving in, read this disclaimer.
This deep dive was asked so much, (and took me so long to write) that I decided to give you a discount to celebrate it's publication.
Get 20% off forever
Taseko Mines — Deep Dive
A Fra...
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Authors
The writers behind this newsletter.
Ex-Private Equity, specialized in techs and digital transformation. I invest in unpriced problems of tomorrow.
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