Public Markets
The newsletter you need to build a high-performing long-term investment portfolio.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 108 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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publicmarkets.substack.comLatest Issues
The 10 Investment Opportunities I’m Positioning for Before 2027
Every January, Wall Street publishes its predictions for the year ahead.
Every January, Wall Street publishes its predictions for the year ahead.
The Earnings Inflection: When Modest Growth Transforms Profits
When I started investing, it took me a few minutes to understand this idea—and several weeks to apply it properly.
When I started investing, it took me a few minutes to understand this idea—and several weeks to apply it properly.
The Autonomy Economy (Part One)
$126 billion.
$126 billion. That was Waymo’s valuation in its February 2026 funding round.
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%.
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