Risk Premium: Research
Brian A.Deep dive analysis of individual companies and securities. This is a separate newsletter from my main page: Risk Premium. So if you enjoy the content over there, I encourage you to sign up here as well!
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 40 | Subscribers | Read | riskpremiumresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Joby: Elevator Pitch
Peter Lynch once said that if you can’t explain what a company does to a 12 year old, you shouldn’t invest in it. So here’s the elevator pitch for Joby Aviation…
JOBY: Valuation
This note is intended to be a follow-up to my “back of the napkin” valuation estimate for Joby that I wrote back in July of this year. In that article, my initial rough estimate for Joby’s valuation was in the $20-30 billion range.
Trade Idea 4
QS Catalyst Alert
EVTOL Industry Quarterly Roundup
Quarterly report for all of the main players in the eVTOL industry.
Authors
The writers behind this newsletter.
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