Phenom Capital
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 2 years ago | Last Issue | 4 months ago |
| Active | |||||
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phenomcapital.substack.comLatest Issues
Richardson Electronics ($RELL)
Thesis Summary
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V-shaped recovery in high-margin semiconductor wafer business; projecting 100% revenue growth ($20M to $40M) with significant operating leverage.
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GES segment driving double-digit growth, fully exposed to massive sec...
2025 Portfolio Update - Part [2/2]
In the first part of the article, I covered my reflections from 2025 and shared the first eleven stocks in my portfolio ordered by weight.
In this article, I will cover the remaining thirteen stocks and why I am invested in each of...
2025 Portfolio Update (+59%) - Part 1
Disclaimer: This write-up is for informational purposes only and does not constitute investment advice. The portfolio update reflects what I was holding as of December 2025. It routinely changes and I will enter/exit into positions at my ow...
Quick Pitch: A classic Buffet/Graham stock
I wanted to experiment with a quick pitch on what is likely the cheapest stock I own today. It’s small, its illiquid, and I have seen zero mentions of it across X, Seeking alpha and Substack. So here we go.
A supplement manufacturer with i...
Trade Idea: The return of the cows ($BRID and $ICCC)
This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.
I have had cows on my mind lately. Maybe its the delicious steak I had last night or a side effect of the research th...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Phenom Capital.
| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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