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 | 46 | Founded | 10 months ago | Last Issue | 6 days ago |
| Active | |||||
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bullseyeinvesting.substack.comLatest Issues
Buffett's Illusion: Why You'll Never Be Warren Buffett and What To Do Instead
Warren Buffett is the most famous and greatest investor of all time. He championed a strategy of obsessively reading 10-K’s, investing when a company trades well below its intrinsic value, and buying companies that he can understand.
With...
Starbucks ($SBUX): A Turnaround Priced to Perfection, or a True Recovery?
Summary
Starbucks’s stock is pricing in a recovery that is all but guaranteed; they have, and will likely continue to, endure margin pressure, hold execution risk over their turnaround plan, and suffer from rising cocoa prices.
Addit...
Alphabet ($GOOGL): Expectations, Expenditures, Evolution
We all know about Google. It is the second largest company in the world, and only 6% away from the top spot. They own the search engine where you “Google” information, the website where over 120 million people watch videos daily, and the se...
Grid Modernization: Part 2
Data centers require a lot of energy. Bitcoin mining requires a lot of energy. Electric vehicles require a lot of energy. From generation in a power plant to usage in homes and businesses, this energy goes through the power grid, and as dem...
The Backdoor Play on Anthropic's IPO: SK Telecom (SKM)
The ongoing AI rush produced many unlikely beneficiaries in semiconductors, photonics, infrastructure, and more. The most obvious beneficiaries have been the ones building the AI models that hundreds of millions use: most notably, OpenAI an...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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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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