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 | 88 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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stockpursuit.substack.comLatest Issues
The Future Of Medicine: Tempus AI
Strong growth in the booming precision medicine industry
This is the first article of my multi-article analysis of $14 billion company Tempus AI (TEM). After seeing what Tempus AI and precision medicine can do I believe the future of healt...
Coffee Holding Co. (JVA) Puts Up A Solid Q3
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I’ve been spending a lot of time lately researching Tempus AI (TEM) for an upcoming in-depth article. Tempus AI is a leading company in precision healthcare built on...
American Outdoor Brands (AOUT) Standout Q1 Breakdown
I first wrote up American Outdoors Brands (AOUT) here in 2024 when it was right around net tangible asset value at $9 a share. I liked it being a Smith & Wesson spinoff with strong brands and good management.
The company has a history of...
Fervo Energy Signs 396 MW Deal With Google
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Google Doubles Down
Fervo Energy (FRVO) announced a 396 MW binding power purchase agreement from Google today. It was covered in the Wallstreet Journal.
Thei...
The AI Cybersecurity Thematic
I want to share my thoughts on several industries that I see having strong potential to outperform in the years ahead. The rapid growth of artificial intelligence is an important catalyst for each of them: pharmaceuticals, biotechnology, ge...
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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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