Phaetrix Investing
PhaetrixI’m Nancy. Most stop at research. Phaetrix publishes the decision, the risk rules, and what happened after. I write for investors who want process, discipline, and defined risk.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 239 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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phaetrix.substack.comLatest Issues
The Revenue You Still Have to Replace
Recurring revenue gets a premium because it is supposed to make tomorrow easier.
The customer is already there. The contract renews. The company begins the next year with most of the revenue it had before it goes looking for more.
But tha...
Measure the Economic Price of Growth
Most investors look at revenue growth, EPS growth, and margins.
Those matter.
But another way to judge a business is often more revealing:
What does the company produce from the capital it has to keep putting back into itself?
That qu...
AXT: The Business Finally Inflected. The Stock Already Priced It.
AI-driven indium phosphide demand is showing up in revenue, margins and customer commitments. At roughly $77, AXTI already requires investors to believe those economics survive the capacity build.
Research date: September 30, 2026. Pr...
Apple Proved Me Wrong on Growth. Here's What I Think It's Worth Now.
The business grew into more of the valuation than I expected. Now the question is how much premium Apple still deserves.
Last November, I wrote that Apple was a fortress running on fumes.
At the time, revenue was growing around 8%. Ch...
The Buyback Illusion
Growth by Buyback
Buybacks are easy to like.
The share count goes down.
EPS goes up.
Management says it is returning capital to shareholders.
The market usually nods along.
That is the clean version.
The harder version is that a bu...
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Authors
The writers behind this newsletter.
Most investing research stops at the idea. Phaetrix publishes the decision, the risk rules, and what happened next—backed by company memos, decision reviews, and rule-based scans, with every call tracked.
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