Mont Blanc Research
Mont Blanc ResearchThematic Cross-Sector Global Equities Research
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Subscribers | Read | montblancresearch.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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I’m introducing a new newsletter the “Sniff Test".
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AI-driven pessimism has compressed SaaS multiples to levels that underestimate moat durability and long-term cash flows.
Red Cat Holdings (Long Thesis)
### Executive summary
Basket of Stocks: Planned Japanese Investments in the US
Japan has pledged to donate around $550 billion in the U.S. as a part of the recent trade deal. Here is the basket of stocks benefiting from this investment
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Authors
The writers behind this newsletter.
Cross-Sector Global Equities Research \ud83c\udf0e Ex-Family Office & MSc Finance.
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