Stock Pursuit
I research domestic deep value equities below net tangible asset value, net current asset value or net cash.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 78 | Founded | 3 years ago | Last Issue | 11 days ago |
| Active | |||||
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stockpursuit.substack.comLatest Issues
Electrovaya New Amazon Agreement and Investment
Electrovaya (ELVA) announced a new commercial agreement and a warrant transaction with Amazon (AMZN) yesterday.
Electrovaya is a lithium-ion battery manufacturer that has other Fortune 500 clients like Walmart, Toyota, Home Depot. I d...
Fervo Energy Phase II Drilling On Track
I did a couple recent articles on enhanced geothermal systems (EGS) technology and Fervo Energy (FRVO) awhile back. The Fervo article got the most likes of any article I’ve ever done.
The alternative energy theme is my favorite theme b...
FuelCell Energy (FCEL) Fit Energy Deal
I first discovered FuelCell Energy (FCEL) when it was below net tangible asset value back in 2024. The thesis for it really clicked last year. So, I shared my updated thoughts on it here last year. The Bloom Energy (BE) growth story was the...
SES AI (SES): AI Infrastructure, Drones and AI Chemistry
A unique, undiscovered MIT Battery spin-out opportunity in crowded industries
I first stumbled upon this company awhile back, and it seemed too good to be legitimate. The data and reputable sources I dug up proved me dead wrong on the skep...
I'm Researching SES AI (SES)
I’m working on a full report on founder led MIT spinout SES AI (SES). It’s emerging growth in the fast growing energy storage systems industry. They are also in military drone batteries and AI SaaS for novel battery materials discovery.
T...
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The writers behind this newsletter.
My focus here is domestic deep value equities below net current asset value (NCAV) or net tangible asset value (NTAV). I started investing in the mid 1990s. I previously worked at a U.S. top 10 financial firm as a financial advisor.
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