Indra's Thoughts
IndraLooking for companies with attractive valuations that can achieve promising long term equilibrium.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 45 | Subscribers | Read | indrastocks.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
$CDLX - Thoughts and Updates + Data Coverage
Leaving the title vague as there isn’t really anything specific/interesting to share in terms of business progress. The purpose of this article is just to share my current thoughts BEFORE anything happens, as well as an exciting update on d...
What I've Been Working On: Including Free Alt Data for $CVNA and $CDLX
You may have seen my Twitter thread earlier today here and this post will basically be rehashing providing some more context in a way that isn’t character capped. I’ll also do an article on CDLX probably next week as I’m just slammed throug...
Clarity Q2 - MAG-7 and CVNA/CDLX Forecasts vs Results
As you may or may not know, I’ve been tinkering with Clarity over the course of the year. The goal has been to see how well my Twitter/Substack followers can predict company KPI’s. It’s been fun comparing predictions with typical alternativ...
$CDLX - The Q2 Conundrum
I said late last week, instead it’s Monday. I tend to prefer publishing on Monday’s if I get pushed to the weekend and I’ve been pouring more effort into Clarity over the past few days with the goal of joining the YC F24 batch. We’ll see ho...
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Authors
The writers behind this newsletter.
Analyst. Looking for quality with promising long term equilibrium. Opinions irrelevant, but argue with me anyways. I also like/rt dumb stuff sometimes, sorry.
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