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P Equity Research

Hundreds of paid subscribers

Researching equities, deep dives, financial modeling, and provide research info. Trying to find the next 100 bagger and LT compounder.

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Substack
PricingFreemiumPublishesDaily
Issues89Founded5 months agoLast Issue3 days ago
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Latest Issues

Portfolio Update - [August 31 - September 4, 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...

3 days ago
9
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Expert Call #5 | Memory

The following is an expert call conducted by P Equity Research on September 1, 2026.

The following is an expert call conducted by P Equity Research on September 1, 2026.

6 days ago
12
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Know your Substrate: Part 2 - Decoding the rest of the value chain

Covered the wafer transistors are built on. That was the front of the chip's life, inside the fab. Let's how those transistors are co

Disclaimer: Not financial advice. Do your own research.

6 days ago
12
Paid

Speedrun | Upcoming Events This Week - [August 31 - September 4, 2026]

Speedrun of the things to watch out for this week.


Tomorrow is Monday! How is the market looking like right now?

I am keeping this article short as there has not been any material change this week.

Investors should be focused on...

8 days ago
6

Portfolio Update - [August 24 - August 28, 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...

11 days ago
11
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  • P Equity Research

    Sharing my knowledge & insights | Research & Opinion | B.S. & M.S. in Accounting | Semi & Tech | Contact: [email protected]

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