Bullseye Research
Bullseye InvestingUncovering overlooked growth stocks for the patient investor | High quality analysis of the hidden market-beating companies
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 41 | Subscribers | Read | bullseyeinvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Four Small-Caps I'm Watching (High Upside)
"If I was running $1 million today, or $10 million for that matter, I’d be fully invested... I think I could make you 50% a year on $1 million. No, I know I could. I guarantee that."
5 Must-Read Studies For Investors
Academic research is a valuable tool to learn in detail about any field, whether it is physics, biology, math, history, or any other discipline. Finance is no different. While there has been less academic research (compared to other fields)...
The Brad Jacobs Playbook: How QXO is Taking Over the Building Products Industry
Wall Street has been focused on Silicon Valley for the last decade. Investors have been chasing the next unicorn, the next Amazon, the next Facebook. In the meantime, CEO Brad Jacobs was busy turning trash, tractors, and trucking into a for...
Arista Networks ($ANET): Outstanding ROIC & Growth, But A Valuation Pricing in Perfection
After Liberation Day in April 2025, Arista Networks ($ANET) was one of my top buys. It was a clear AI/data center beneficiary and traded at a cheap valuation relative to its quality.
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Authors
The writers behind this newsletter.
I research and invest in underrated companies nobody talks about | Invest with confidence | 27.8% IRR since inception | GARP investing
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