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Indra's Thoughts

Indra

Looking for companies with attractive valuations that can achieve promising long term equilibrium.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues43SubscribersRead indrastocks.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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...

3 months ago
6
0

$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...

3 months ago
22
3

$CVNA - Q2 Earnings Outlook and Forward Results

CVNA earnings are coming up this Wednesday so figured it’d be a good time for some updated thoughts.

4 months ago
10
1

Idea Overviews - Tickers and Thoughts

As promised, it’s late June (very late) and I have a weekend to go through some tickers I’ve been sent as well as some I’ve personally come across. The goal if this article is to be a shorter little primer on things, both to spread awarenes...

5 months ago
12
4

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Authors

The writers behind this newsletter.

  • Indra

    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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