Moonfish Research
Luca - MoonFish ResearchDeep-dive investment research on the energy-transition supercycle: nuclear, enrichment infrastructure, and critical minerals.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 16 | Founded | 9 months ago | Last Issue | 2 months ago |
| Active | |||||
Read this Newsletter
moonfishresearch.substack.comLatest Issues
Energy Recovery (ERII): Buying the Thing That Broke
The one-paragraph version. Energy Recovery holds a near-monopoly in the energy-recovery layer of seawater desalination, with the Gulf as its main customer. Both its CEO and its CFO headed for the exit in the same quarter this spring, and ma...
The Reactor Graveyard Is Full of Winners
TL;DR:
-
The nuclear trade is separated into many parts, arguably the riskiest and likely most profitable is the technology trade. I’m still researching it and own some of the name I write about below (read disclosure).
-
There ar...
The Nuclear Abyss
A Software Illusion
Every foundational technology that defines the modern era was born as a defense application. The internet began as ARPANET — a network designed to survive a nuclear strike. GPS was built to guide missiles. Nuclear po...
Institutions Keep Buying up my Portfolio
ATH’s have been reached across the portfolio, both in asset value and in institutional ownership.
Retail moves price on social media. Institutions move markets with volume. The goal of every edge investor is to front-run the smart money, e...
THE MORNING INTERCEPT: Automating Market Intelligence with Gemini
Last week I took a hard look at my current routine.
I wake up, open six different tabs, scroll through FinTwit noise, check futures, hunt for earnings misses, and try to piece together why the hell I didn’t invest in Sandisk last year whil...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Moonfish Research.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Deep-dive investment research on thematic supercycles: AI Infra, energy, critical minerals. Financial Engineer and thematic investor.
Frequently Asked Questions
How can I access the email archive for Moonfish Research?
You can find recent issues that have been published by Moonfish Research on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Moonfish Research have?
To see how many people subscribe to Moonfish Research, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Moonfish Research?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Moonfish Research as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Moonfish Research?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Moonfish Research using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Moonfish Research?
Scroll up to where it says Related Newsletters to see other publications like Moonfish Research. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Moonfish Research?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.