Real Economy Ideas
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 | 26 | Founded | 9 months ago | Last Issue | 8 days ago |
| Active | |||||
Read this Newsletter
realeconomyideas.substack.comLatest Issues
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.
To read our full disclaimer, click here:
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.
To read our full disclaimer, click here:
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.
To read our full disclaimer, click here:
Macro to Micro #2: The Strait Still Closed, $111 Brent and What It Means for Real Economy Investors
To read our full disclaimer, click here:
Six weeks ago I wrote that the world had just experienced the largest supply disruption in oil market history.
Since then, twenty percent of global crude has stayed offline.
A ceasefire was announ...
The Trade Is Back On
To read our full disclaimer, click here:
Two weeks ago I closed my tracking on PROP at $1.87 - a 32% gain from $1.42. Here’s exactly what I said on April 9:
The assets were still good. The setup wasn’t.
In my opinion, at $...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Real Economy Ideas.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
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.
Frequently Asked Questions
How can I access the email archive for Real Economy Ideas?
You can find recent issues that have been published by Real Economy Ideas 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 Real Economy Ideas have?
To see how many people subscribe to Real Economy Ideas, 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 Real Economy Ideas?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Real Economy Ideas 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 Real Economy Ideas?
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 Real Economy Ideas using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Real Economy Ideas?
Scroll up to where it says Related Newsletters to see other publications like Real Economy Ideas. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Real Economy Ideas?
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.