Concentrated, contrarian research on unfashionable equities. Paid subscribers get the full portfolio and every trade as I make it.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 53 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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lasse108.substack.comLatest Issues
Trimmed two positions to initiate a new one
Taking a risk on the timing of my entry on one of the most exciting mining companies in America.
I have initiated a new position that now represents ~5% of the portfolio.
Noram Drilling ($NORAM.OL)
Why I find it impossible to sell this stock.
I first bought the stock in January of 2025 at about 36 NOK per share, and doubled the position at 46 NOK in March of this year. Cost basis is 41.48 NOK and in total, including dividends, I am u...
Borr Drilling update
Where we stand after Trøim’s latest buying
Tor Olav Trøim keeps buying shares, and I haven’t updated on the company in about two months since my previous BORR writeup, so now is as good a time as any to share my thoughts about where the si...
How to profit from other people’s ideas
The goal of this article is to provide a framework for what you need to know about the ideas that are pitched to you, so that you know enough to make an informed decision.
When it comes to investing, we are all trying to achieve the highes...
Sasol ($SSL)
Why I continue holding after a great year.
The price of Sasol was about $14 last week which is roughly a double from where it was at the beginning of the year. This has made it grow to become the largest position in the portfolio, and at t...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Coherence Research.
| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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