
Thematic Cross-Sector Global Equities Research
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 14 | Founded | 8 months ago | Last Issue | 2 months ago |
| Active | |||||

ams OSRAM is an Austrian fully integrated semiconductor company listed on the SIX Swiss Exchange, as for writing of this article it’s trading at 8 CHF per share. The company designs, manufactures, and sells lighting and sensor technologies....
From my initial report about RCAT in December the stock is up ~(+115%).
I’m very happy with Red Cat’s full year earnings print. (RCAT) Delivered Record Q4 Revenue of $26.2M, Full-Year Revenue Up 161% Y/Y; Massive Manufacturing Scale-Up whi...
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Revenue
Fourth quarter revenue of $394.6 million, up 25% Y/Y, exceeding the midpoint of guidance by $14 million
Organic growth of 28% Y/Y when excluding political candidate, LiveInte...
I’m introducing a new newsletter the “Sniff Test".
Brett Caughran ex-PM at Citadel and Maverick:
“The goal is to kill the idea before it kills your schedule.”
“If you spend...
AI-driven pessimism has compressed SaaS multiples to levels that underestimate moat durability and long-term cash flows.
The Seattle Seahawks just won Super Bowl LIX!
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The writers behind this newsletter.
Cross-Sector Global Equities Research \ud83c\udf0e Ex-Family Office
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