Helping thousands of investors Outperform the Market consistently through high-conviction contrarian and growth opportunities | Deep dives, stock ideas and portfolio | Full-time professional portfolio manager
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 344 | Founded | 4 years ago | Last Issue | 5 days ago |
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outperformingthemarket.substack.comLatest Issues
Applied Materials: Confidence In Doubling
Applied Materials is positioned well in the current AI wave where record demand for leading edge logic and memory chips are resulting in unprecedented demand for the company’s products as more logic and memory fabs are built.
Applied Mater...
Weekly newsletter 179
All market and portfolio news for the week
Welcome to all new subscribers! If you are a new subscriber, the Getting Started article will help you answer all the common questions for new subscribers.
Microsoft: Multiple upside surprises to come
Microsoft has been in the penalty box for much of 2026, but as paid subscribers already know, on 29 July 2026 I sent out a trade alert to start a contrarian position in Microsoft.
Microsoft has been in the penalty box for much of 2026, but...
CrowdStrike: Why Most Investors Are Underestimating The Mythos Inflection
3 months ago, I published a CrowdStrike article titled: “The Incoming Mythos Inflection” (which can be found here).
3 months ago, I published a CrowdStrike article titled: “The Incoming Mythos Inflection” (which can be found here).
Weekly newsletter 178
All market and portfolio news for the week
Welcome to all new subscribers! If you are a new subscriber, the Getting Started article will help you answer all the common questions for new subscribers.
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Full-time professional portfolio manager | Helping thousands of subscribers Outperform the Market consistently through high-conviction contrarian and growth ideas | Deep dives, stock ideas, access to The Barbell Portfolio and The Price Target Report
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