Stoic Capital
Jaime BermejoModern value investing and investing thoughts
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 27 | Subscribers | Read | jaimebermejo.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
How to win the AI race
This article highlights some of my mental frameworks when looking at investment opportunities in an AI-dominated world, using Duolingo as an example.
Nekkar Asa Q3 2025 Results
Nekkar’s (NKR) Q3 2025 numbers looked uneventful on the surface (13 Nov, I know, a little late here..) — NOK 124 million in revenue and NOK 3 million in EBITDA, dragged down by softer Syncrolift activity and typical project phasing. It was ...
DUOLINGO: A Mispriced AI Education Engine
Recently, a very smart friend of mine told me to take a look at Duolingo. I usually run away from this kind of business because I believe inefficiencies are easier to find in smaller, less popular stocks—mainly because fewer people are look...
TOI Q3 2025 Results
TOI posted its Q3 results yesterday. Shares have significantly moved up in the pre-market.
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