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RoboPub

Meng Li
Tens of paid subscribers

At least share one robotics industry analysis or technical hands-on article every day.

Platform
Substack
PricingOnly paid issuesPublishesDaily
Issues445Foundeda year agoLast Issue4 days ago
Active

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robopub.substack.com
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Latest Issues

SPRU: 83,000 Solar Contracts, $37M Market Cap

SPRU owns 83,000 solar contracts but trades near $1.91. Can SP1 and SP2 refinancing unlock the value?

The ticker of Spruce Power Holding Corporation is . What the company does is not complicated: it owns and operates U.S. residential rooft...

4 days ago
4
Paid

Grab: From Ride-Hailing to Fintech

Grab stock at $2.80: fintech loans, Atome deal, buybacks, and DCF value near $5. Read the full breakdown.

currently trades around $2.80. With roughly 4.08 billion shares outstanding, that implies a market cap of about $11.4 billion. A year...

5 days ago
9
Paid

Powell Industries: How a Data Center Deal Reshapes Its Backlog

Powell Industries faces a cyclical test as data center orders swell its backlog. We break down cash flow, margins, and valuation.

Powell Industries() makes custom power distribution and control equipment: switchgear, power control rooms, E...

7 days ago
11
Paid

Novanta's M&A Growth: $981M to a Medical Consumables Platform

Novanta's $1.45B Riverpoint deal pushes medical consumables to 60% of revenue. Can $981M in sales grow into a medtech platform?

Novanta() is a company that sells core components and subsystems to manufacturers of medical and advanced indus...

9 days ago
7
Paid

Vertiv: AI Power & Cooling Shovel Seller, Profits Proven

Vertiv AI power and cooling demand drives strong profits, but the stock at $235 already prices in optimistic growth, leaving little margin of safety.

Vertiv() can be described in one sentence. It supplies power, cooling, racks, and lifecyc...

9 days ago
5
Paid

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Authors

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  • Meng Li

    AI Engineer, Apache Linkis Committer, and Trader sharing daily industry analysis and technical insights.

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