I research and share thesis-driven ideas on potential multibaggers across the real economy: industrials, materials, and energy. Not financial advice.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 30 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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realeconomyideas.substack.comLatest Issues
This Stock Is About to Have Its First Ever Earnings Call (Don’t Miss It)
I wrote the company up in October and the shares have only moved 9% since, so with Q2 results landing next Wednesday, this is my update on what has changed and what I want to hear from management...
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The Real Economy Ideas Watchlist: 7 New Names I'm Tracking
An update to the Real Economy Ideas Watchlist, the companies that have caught my attention but haven't yet been through the full deep-dive process.
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Up 151%, Then a Round Trip: Looking Back at the Velo3D Idea
The stock hit $31.75, then handed most of it back. Here's what actually happened, and what didn't.
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A Potential Multibagger Suing Mexico For Over 120x Its Market Cap
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This post is a collaboration between Legal Special Situations and Real Economy Ideas. I couldn't rate Legal Special Situations' work any higher and would strongly recommend subscribing to their page...
Up 48% in Three Months: The Defence Pivot Is Just Warming Up
Q1 brings the first positive gross margins, two new defence contracts, and a $50 million raise funding a much bigger vision than the original thesis underwrote.
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The writers behind this newsletter.
I research and share thesis-driven ideas on potential multibaggers across the real economy: Energy, Materials and Industrials. Not financial advice.
Keeping you up to date with current legal issues in the commercial sphere and breaking down market effects. Not financial advice.
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