Deep research on beaten-down stocks | The best opportunities exist in uncertain times
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 102 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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reboundcapital.substack.comLatest Issues
July 2026 Portfolio Update
Portfolio changes, thesis updates, and broader market commentary
Hey folks. We have just crossed Rebound Capital’s 1st Anniversary, and I want to thank every one of you. The fact that nearly 23,000 of you read my content is a big responsib...
Deep Dive: XPEL
High quality market leader in an oligopoly industry
XPEL’s most famous product (and most significant revenue generator) is its Paint Protection Film (PPF). This is a see-through film applied to hoods, bumpers, fenders, and often the full b...
Deep Dive: Netflix ($NFLX)
A masterclass in pricing power
In 2000, a struggling DVD-by-mail company flew to Dallas and offered to sell itself to Blockbuster for $50 million. Blockbuster's chief executive reportedly laughed the idea out of the room. That little compa...
Deep Dive: Lululemon ($LULU)
We are publishing this without a paywall
Back in 1998, a surfer named Chip Wilson took a Vancouver yoga class and walked out annoyed by the clothes: baggy cotton that sagged and went see-through. So he sewed better pants from...
One Year of Rebound Capital
This one’s a bit different from our usual posts. Exactly a year back, on June 5, 2025, we launched Rebound Capital with this post. It was the culmination of more than 4 years of research at Market Sentiment, where we evaluated everything fr...
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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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