
Trying to find the next misunderstood bagger | NFA | Enjoy!
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 32 | Founded | a year ago | Last Issue | 9 days ago |
| Active | |||||

I came across this company quite a while ago, but dismissed it as “just” an aviation company. Boy was I wrong.
What I found after digging deeper was a business undergoing a major transformation. FTAI’s established aviation businesses are g...
This Thursday, Nebius reported earnings, and as a shareholder, I was delighted.
In this article, I will break down Nebius’ quarterly results, starting with the headline numbers:
This Substack is reader-supported. To receive new posts and...
Hims reported earnings this Monday. The headline numbers were mixed:
Q2
Revenue was $753 million, 4% higher than consensus
EPS was ($0.37), 640% lower than consensus
Gross margin was 64%, 15% lower than consensus
EBITDA...
I’m sure you’ve heard of a “top ideas list.” Goldman Sachs has one. Morgan Stanley has one. JPMorgan has one. The list goes on forever.
The problem is that these lists are generally not accessible to the average investor. Even when they ar...
Hims & Hers was sued by the FTC over its billing, privacy, and cancellation practices. Although the company quickly issued a response denying the allegations, the market nevertheless punished the stock.
In this article, I’ll break down why...
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The writers behind this newsletter.
Long-term investor with a growth mindset | Posting about deeply undervalued, high-upside plays, enjoy! | Not Financial Advice
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