Deep research on beaten-down stocks | The best opportunities exist in uncertain times
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 108 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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reboundcapital.substack.comLatest Issues
Portfolio Update
Making 1 change to the portfolio
Hey folks.
Updated Deep Dive on Google ($GOOG)
Is Google losing the AI race? | Pre-earnings update
For the second time in 3 years, Google’s pace of LLM development has disappointed investors. On Thursday last week, Bloomberg reported that Gemini 3.5 Pro, the model Sundar Pichai said in...
Rebound Watchlist: July 2026
6 potential rebound candidates
A year ago, nobody wanted to touch UnitedHealth. There was a long list of negative news and headlines: a federal investigation, the CEO had left, guidance was retracted, and the stock was down ~60% at ~$230.
Quality Stock in a drawdown
Hey,
We have now covered 30+ companies at Rebound Capital. Our screener is as simple as it gets:
-
It should be a high quality business
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It should be in a drawdown
With markets at all-time highs, the task is harder now.
So I...
Deep Dive: Amazon (Updated)
We are publishing this Amazon update without a paywall
Quick recap before we begin. In November, we bought Amazon at ~$236 with one simple claim: AWS isn’t losing the AI race. It was out of capacity. Growth would re-accelerat...
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Authors
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Deep research into the bottlenecks of the AI world.
All great companies stumble | Deep research on beaten-down stocks
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