Investing w/ Martin
Investing with MartinMy substack is free. Former poker pro. Now I split my time between programming and investing 2021: 41% 2022: -23% 2023: 30% 2024: 71% 2025: 35%, 2026: ~69%. I run an 85% net long/short book atm.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 32 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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martinbradstreet.substack.comLatest Issues
Quanterix ($QTRX)
DISCLOSURE: Not financial advice, I own shares in Quanterix, I might sell it suddenly without warning, it is a small cap company so there is a decent chance you lose significant amounts of your money investing in it. Talk to your financial...
July Results
Nothing below is investing advice, its just a recap of my investing decisions over July.
Last month I wrote:
“The big priorities in July are to reduce exposure to the AI trade to something more like 35-40% of net. Although “The AI Trade”...
Getting the band back together
I purchased shares in the security discussed in this substack, , on Friday . My cost basis is from 4.20 to 4.33. On top of this, it is a low liquidity stock at only 100m market cap. Entering and exiting a position like this is tough - there...
June: The Turn? Or The Prestige?
Nothing in here is investing advice, it is a journal of my own investing decisions. Some of those decisions are pretty bad and will probably lose money. You should be especially careful shorting companies (don’t), it is legitimately difficu...
Biopharma and AI
Nothing in the post below is investment advice or a suggestion to buy specific securities which you should do under the guidance of a financial adviser. As of June 24th 2026, I own shares in $CAI, $TEM, $PSNL, which are mentioned below. Alt...
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My substack is free. Former poker pro. Now I split my time between programming and investing 2021: 41% 2022: -23% 2023: 30% 2024: 71% 2025: 35%, 2026: ~69%. I run an 85% net long/short book atm.
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