Mispriced Assets
Nick NemethResearch that translates equities, crypto, and macro into conviction-ready opportunities.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 80 | Subscribers | Read | mispricedassets.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Coherent’s Next Gear: The Acceleration Story Begins
Margins expanding, demand accelerating, and skepticism running out of road.
JAKKS Pacific Q3: "An Exercise in Patience" and the Trade Chaos Fueled Fundamentals Bottom.
## Stock Reaction: After-Hours Drop on Low Volume
TSMC’s Blowout Q3 Just Lit Another Fire Under My Bull Case for COHR
TSMC put up huge numbers in Q3: $33.1B in revenue (+41% YoY USD), 59.5% gross margins, NT$17.44 EPS — all well above estimates. That’s six straight quarters of double-digit profit growth, mostly on the back of AI silicon demand and high-end...
Webtoon Entertainment (WBTN): The Digital Comics Giant You’ve Never Heard Of (Yet)
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Authors
The writers behind this newsletter.
I break down finance, economics, and crypto to make the complex more accessible—and help you think clearly, invest better, and stay ahead.
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