The Global Guru
The Global GuruThe Global Guru: Where Smart Money Looks Next: Global Alpha from a Billion-Dollar Brain. .
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 350 | Subscribers | Read | nicholasvardy.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The $7 Billion Engine Powerhouse Wall Street Keeps Sleeping On — But Automakers Can’t Survive Without
This Swiss-based powerhouse is the turbocharged brain behind some of the world’s highest-performing engines.
Why Burry’s Betting Against Nvidia — And What He Sees That You Don’t
Michael Burry doesn’t need to trend on Twitter to make a fortune. While most investors chase the next AI breakout, he’s quietly placing put options on the stocks everyone else is still cheering. His latest targets? Nvidia and Palantir—two o...
Ranked: The 25 Most Innovative Companies—and the Asymmetric Bets Behind Them
The most innovative company in the world isn’t one you’ve heard of.
Undervalued, Underloved, and Underexposed: Why Europe May Be 2026’s Big Surprise
“The four most dangerous words in investing are: ‘This time it’s different.’” — Sir John Templeton
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