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P Equity Research

Hundreds of paid subscribers

Researching equities, deep dives + financial modeling. Trying to find the next 100 bagger.

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Substack
PricingFreemiumPublishesDaily
Issues47Founded2 months agoLast Issue8 days ago
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Latest Issues

Portfolio Update - [June 22 - 26, 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...

8 days ago
8
6
Paid

More Than Just a Turbine: The Hidden Infrastructure Powering Natural Gas Plants


Disclosure: This is intended for educational purposes. Not financial advice. Do your own research.


Content:

  1. Overview

  2. Part 1: Aerial Examination

  3. Part 2: The Simple Breakdown

  4. Finale: Supply Chain...

10 days ago
15
2

Upcoming Events This Week - [June 22 - 26, 2026]

Here are the things to watch out for this week.

This time around I am keeping it short and sweet as there is not much important events to cover.


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

Investors should be...

13 days ago
14
2

The Quiet Gatekeeper of Edge AI Audio

Zero debt, elite OEM backing, and a dominant grip on the AI PC audio signal chain—all trading at a sub-20x discount for FY27.

Disclosure: I do not hold a position in this company. Not financial advice. Do your own research.

16 days ago
8
Paid

Portfolio Update - [June 15, 2026 - June 18, 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...

16 days ago
5
6
Paid

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  • P Equity Research

    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

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