Deep research on beaten-down stocks | The best opportunities exist in uncertain times
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 139 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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reboundcapital.substack.comLatest Issues
November 2026 Portfolio Update
The AI trade cracked in October. Here is why our portfolio held up
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Earnings Review: $AMZN and $LLY
Reviewing 2 Mega caps
In this article, we will review Amazon’s and Lilly’s earnings reports.
Earnings Review: GOOG, MSFT, KLAC, LRCX
Implications of recent technology earnings
In this article we will review the latest earnings report from Google, Microsoft, Lam Research and KLA Corp.
Rebound Capital’s Investment Process
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Thanks for taking out the time to respond to our survey yesterday. Many of you asked how we make investment decisions at Rebound Capital and which companies we pass on. This post walks through our full process, from first idea t...
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Authors
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When AI makes intelligence cheap, who stands to benefit?
All great companies stumble | Deep research on beaten-down stocks
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