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| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 202 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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jimmysjournal.substack.comLatest Issues
Synopsys ($SNPS) Deep Dive
Designing the future of the semiconductor industry...
For years, Synopsys ($SNPS) and Cadence ($CDNS) have occupied some of the most valuable toll booths in the semiconductor industry.
Portfolio Update: August 2026
Between CAPEX, ROI, and durability...
Hi, Investor! 👋🏼
Uber ($UBER) vs. Waymo: Who Owns the Ride?
Uber, Waymo, and the battle for the autonomous vehicle market...
When people talk about “Physical AI” - a theme that has become increasingly popular across Substack and X - the first image that usually comes to mind is humanoid robots repl...
The World’s Best Toll Booths, Now on Sale
The year was 1914 when a ship called the SS Ancon made the first official transit through the Panama Canal - one of the most remarkable engineering achievements in history.
After an extraordinary effort to build it - and if you aren’t fam...
Mastercard ($MA) Deep Dive
Regulate me if you can...
Pause for a moment and think about the publicly listed US companies with the strongest competitive advantages, preferably ranked from strongest → weakest.
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We help investors build long-term wealth through institutional-grade research. Former Professional Equity Analyst. Investing for over +13 years.
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