Phenom Capital
Phenom Capital| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 11 | Subscribers | Read | phenomcapital.substack.com |
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Richardson Electronics ($RELL)
Thesis Summary
2025 Portfolio Update - Part [2/2]
In the first part of the article, I covered my reflections from 2025 and shared the first eleven stocks in my portfolio ordered by weight.
2025 Portfolio Update (+59%) - Part 1
Disclaimer: This write-up is for informational purposes only and does not constitute investment advice. The portfolio update reflects what I was holding as of December 2025. It routinely changes and I will enter/exit into positions at my ow...
Quick Pitch: A classic Buffet/Graham stock
I wanted to experiment with a quick pitch on what is likely the cheapest stock I own today. It’s small, its illiquid, and I have seen zero mentions of it across X, Seeking alpha and Substack. So here we go.
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Authors
The writers behind this newsletter.
Engineer and investor. Looking for companies with inflecting earnings and a margin of safety. Not investment advice.
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