Public Markets
The newsletter you need to build a high-performing long-term investment portfolio.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 105 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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publicmarkets.substack.comLatest Issues
The 7-Year Wait to Power AI
In Richland Parish, Louisiana, Meta is investing $27 billion in a data-center campus spanning four million square feet.
In Richland Parish, Louisiana, Meta is investing $27 billion in a data-center campus spanning four million square feet....
The Methodology Behind Our +197% Multibagger Portfolio
Yesterday, I shared our memory thesis and the portfolio behind it, which has returned around 800%.
Yesterday, I shared our memory thesis and the portfolio behind it, which has returned around 800%.
The Next Winners of AI Infrastructure
Our memory portfolio is up +802.8%. Now the value is starting to move to a new part of the supply chain.
Almost one year ago, we started building a portfolio around a fairly simple idea.
The Hidden $11.3 Billion Tax on Global Aviation
There is one investment thesis I shared on the newsletter some time ago that I eventually stopped talking about.
There is one investment thesis I shared on the newsletter some time ago that I eventually stopped talking about.
AI’s Hidden $15.3 Billion Testing Tax
In the last edition, I presented the thesis behind the memory shortage, which has delivered a return of more than 829% for one of the portfolios we published on Altis.finance.
In the last edition, I presented the thesis behind the memory s...
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