Real Economy Ideas
Real Economy Ideas, Legal Special SituationsI 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 | 28 | Founded | 10 months ago | Last Issue | 7 days ago |
| Active | |||||
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realeconomyideas.substack.comLatest Issues
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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144% Revenue Growth, A Microcap Gold Miner With 42% Insider Ownership
Best year in its history, a CEO who says he hates dilution, and a US gold mine restarting within weeks. One of the most asymmetric setups I've come across in a while.
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The Iran Trade Nobody's Talking About: A $27M Subsea Microcap at an Inflection
Record quarterly revenue, 45% service growth, Brazil online, and a CEO two years into a multi-year turnaround.
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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Authors
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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