Marius Čiuželis
Investment ideas with practical insights managing own and M. Ciuzelis Charity Foundation’s Endowment Capital
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 139 | Founded | 10 months ago | Last Issue | 11 days ago |
| Active | |||||
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mciuzelis.substack.comLatest Issues
SEP 14 update
Market news and events impacting portfolio positions
Anthropic is anchoring whales in pre-IPO deals while at the same time using scare marketing to generate even more engagement. If the IPO is not postponed, we should do well.
SEP 11 update
Market news and events impacting portfolio positions
Great minds think alike: Morgan Stanley’s only preferred sportswear stock is already in our portfolio. All we need now is the re-rating of the underappreciated equity story.
SEP 10 update
Market news and events impacting portfolio positions
In this morning's update, you will learn about a management shakeout at a biotech company (with our neutral stance) and two strong investment cases we are very bullish about.
#36 weekly recap
Summary
Summary
SEP 2 update
Market news and events impacting portfolio positions
Yesterday was a bloody day. Will the trend reverse?
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Authors
The writers behind this newsletter.
Investment ideas with practical insights managing own and M. Ciuzelis Charity Foundation’s Endowment Capital
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