Mitchell’s Substack
Mitchell MartanClear, disciplined breakdowns of companies, management teams, and valuation so investors understand what actually drives the business.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 68 | Subscribers | Read | mitchellmartan.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
2025 in Review → How I’m Positioned Going Into 2026
I just want to start off by saying sorry for the delay here folks!
CoreWeave ($CRWV): The Economics, Risks, and Reality of the AI Compute Boom
Before we get into this breakdown, I want to set the stage clearly.
$ABVX: The Final Update?
When I wrote my August 13th piece, ABVX was at $69.89.
$LMND Why I’m Still Bullish on Lemonade And Where I See It Going
Lemonade is one of those companies that, the more I listen to leadership, the harder it is to ignore what they’re building.
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Authors
The writers behind this newsletter.
Private Investor / BA Degree Economics / BS Degree Finance / Posting my thoughts and ideas for your benefit.
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