The newsletter you need to build a high-performing long-term investment portfolio.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 101 | Founded | a year ago | Last Issue | 17 days ago |
| Active | |||||
Read this Newsletter
publicmarkets.substack.comLatest Issues
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...
Our Memory Shortage Portfolio Is Now Up 829% — What Happens Next?
A little over two weeks ago, I wrote about a portfolio that had returned +516.8%.
A little over two weeks ago, I wrote about a portfolio that had returned +516.8%.
The AI Chip Testing Bottleneck Behind a +126.7% Portfolio
For most of the AI boom, the semiconductor investment map was fairly easy to understand.
For most of the AI boom, the semiconductor investment map was fairly easy to understand. Nvidia and the custom-chip designers created the architecture...
The Overlooked AI Shortage Behind a +516.8% Portfolio
Hard drives were supposed to be dying.
Hard drives were supposed to be dying.
The 4% Problem
Hendrik Bessembinder, at Arizona State, has spent years asking a question that sounds almost silly until you look at the data: if the stock market creates enormous wealth in aggregate, why do most individual stocks fail?
Hendrik Bessembind...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Public Markets.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #232 |
Authors
The writers behind this newsletter.
I'm Liam. I spent over a decade on both sides of capital allocation — first inside institutional asset management, then running concentrated portfolios for a single-family office.
Frequently Asked Questions
How can I access the email archive for Public Markets?
You can find recent issues that have been published by Public Markets on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Public Markets have?
To see how many people subscribe to Public Markets, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Public Markets?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Public Markets as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Public Markets?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Public Markets using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Public Markets?
Scroll up to where it says Related Newsletters to see other publications like Public Markets. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Public Markets?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.