Bullseye Research
Bullseye InvestingUncovering overlooked growth stocks for the patient investor | High quality analysis of the hidden market-beating companies
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 51 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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bullseyeinvesting.substack.comLatest Issues
2026 Portfolio Review & Market Thoughts - Bullseye Research
19.8% vs 9.6% (S&P500) for 1H2026
This marks the first portfolio review for Bullseye Research, where I will display all of my active positions and my rationale for these positions. This does not, by any means, constitute financial advice,...
Celsius Holdings ($CELH): Energized Growth Meets Ice-Cold Sentiment
Caffeine is the most widely used psychoactive drug in the United States. More than 85% of Americans consume caffeine daily through various sources.
Coffee far and away is the dominant source, encompassing nearly 60% of total caffeine cons...
The Transformer Bottleneck: The 19th Century Invention Holding Back 21st Century AI
The transformer bottleneck will shape the infrastructure sector's next ten years
The AI data center buildout has been the massive investing theme ruling the market for the past couple of years.
This Time Isn’t Different: Is AI the Next Dot-Com, a Boom Without the Bust, or Something Else?
Every new, revolutionary technology inevitably has led to intense market optimism and a market bubble. In the 1790’s, the British public became obsessed with building inland waterways. Investors poured millions into canal companies. This le...
The Top Two Software Stocks That AI Can't Replace
What do big software companies look like in the age of artificial intelligence?
The notion that AI will automatically kill $100 billion software companies with decades of trust from enterprises is, in a word, asinine. The idea that AI wil...
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| Subscribers | Engagement | 75 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I research and invest in companies nobody talks about | Invest with confidence | GARP investing | Inquiries: [email protected] | My track record \ud83d\udc47
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