Researching equities, deep dives, financial modeling, and provide research info. Trying to find the next 100 bagger and LT compounder.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 72 | Founded | 4 months ago | Last Issue | 2 days ago |
| Active | |||||
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pequityresearch.substack.comLatest Issues
Portfolio Update - [August 10 - August 14, 2026]
How did my portfolio do this week? What is my plan?
Disclosure: My portfolio is my personal risk management. This doesn't mean you should follow me. It is to give you an idea of how I am positioned and where my money is. Not financial advi...
Expert Call #1 | Insights on AI Models
The following is an expert call conducted by P Equity Research on August 13, 2026.
The following is an expert call conducted by P Equity Research on August 13, 2026.
Transcript | Photonics w/ Tema
The following is a transcript of today’s conversation on X, in a space hosted by Yuri Khodjamirian of Tema ETFs, Arvind Srinivas, and P Equity Research.
To check out Arvind’s substack, please click here.
To listen to the audio recording o...
Speedrun | Upcoming Events This Week - [August 10 - August 14, 2026]
Speedrun of the things to watch out for this week.
Tomorrow is Monday! How is the market looking like right now?
Keeping today unusually short…I don’t see much to cover this week.
Investors should be focused on:
- Iran Confli...
We Need InP
Look into different areas of the InP value chain - substrate, EML chips, etc.
Disclaimer: Not financial advance. Do your own research.
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Authors
The writers behind this newsletter.
Sharing my knowledge & insights | Research & Opinion | B.S. & M.S. in Accounting | Trying to find the next 100 bagger | Contact: [email protected] | @pequityresearch on X
AI is a revolution, yet for many people, it still feels too complex or overwhelming. I own The Next Layer, with the mission of solving this information bottleneck
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