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First Strike Research

Actionable intelligence on financial markets: equities, event contracts, and more. We find mispricings across stocks, options, event-contracts. Subscribe now so you don't miss a trade!

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Substack
PricingFreemiumPublishesTwice weekly
Issues34Foundeda year agoLast Issue20 days ago
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Latest Issues

CME's Stock Is Cheap for the Wrong Reason

A high-quality exchange at a discounted multiple, supported by near-record trading activity, growing market data revenue, and consistent capital returns.

Nothing in this article is a recommendation to transact in any financial product what...

20 days ago
12
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Blackstone's Subs - Inside the Jersey Mike's IPO.

The Asset Light Advantage: Franchisees Fund the Growth, Company Collects the Royalties, but, Same Store Sales are Staling.

Jersey Mike’s is planning to go public, with Morgan Stanley as their lead-left book runner. Anecdotally, it is a str...

a month ago
10
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What CrowdStrike Shareholders Are Really Funding

How CrowdStrike's pay structure quietly moves money away from shareholders to employees

This article is covered by our Terms of Service, which you can read here.

2 months ago
7
1
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Will the real AI company please stand up?

In a market where shoe companies are pretending to be AI companies, the real AI companies tend to be the ones you least suspect.

Disclaimer: The author of this article is ‘long’ and owns shares in the company covered. The author st...
3 months ago
12

Apple Earnings Mentions Contracts: Our Analysis

Why Apple is one of the most disciplined call operators, and what Tim Cook's departure from CEO means for the call.

Apple (AAPL) reports Q2 FY2026 earnings on Thursday, April 30. We ran the active Kalshi keyword mention contracts through o...

4 months ago
5
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  • First Strike Research

    I write about finance, stocks (long+short) and event contracts. For stocks I focus on fundamentals backed by real intelligence (OSINT etc.) For event contracts - I developed a proprietary machine learning model to find mispriced Kalshi contracts.

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