Deep research on beaten-down stocks | The best opportunities exist in uncertain times
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 112 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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Hi,
Two things before we jump in.
- Rebound Capital is hiring an analyst to become the face of our brand. You should love digging into companies and be comfortable on camera. Think Joseph Carlson or Ben Felix: calm, rational, and not...
Deep Dive: Equifax ($EFX)
Can AI disrupt this owner of proprietary data?
When a warehouse worker finishes their shift and logs in to a benefits application (such as SNAP), they have to prove they earn a certain amount. To do this, no one calls their boss or asks th...
August 2026 Portfolio Update
Portfolio changes and thesis updates covering July
Hey. Happy to report that we have crossed 25,000 subscribers on Substack. Thank you for supporting us over the past 1 year.
Why Are Semiconductor Stocks In Drawdown?
Our take on 13 names, and the prices where 2 become buys for us
The SOXX (the semiconductor ETF) is down ~23% from its June highs. And semiconductor stocks look set for another weak day as the KOSPI (Korea’s Index) fell ~11% today (28th of...
Portfolio Update
Making 1 change to the portfolio
Hey folks.
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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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