Sensus Capital Research
Independent research focusing on investing into Tech, UAE and China.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 39 | Founded | a year ago | Last Issue | 10 days ago |
| Active | |||||
Read this Newsletter
sensuscapital.substack.comLatest Issues
LSI Industries: Display Strength, Integration Growing Pains
LSI Industries (LYTS) reported Q4 2026 earnings on 20 August 2026 that beat our estimates on the top-line, but missed on the margin front. This quarter exposed several integration challenges at Royston which warrant increased caution. Royst...
Dynatrace: From Panic to Proof
When we announced our bullish stance behind Dynatrace in March 2026, we called it Buying the Panic.
That is exactly what it was.
Back in January/February 2026, the market decided that AI will destroy software. And while it is a valid ris...
MarTech is Doing Fine
Q2 earnings for our two portfolio companies: Zeta Global and Klaviyo, have shown that AI is clearly a tailwind for the business.
Nowadays the sentiment across the board is that software is back. That is a stark contrast to the situation ju...
ACM Research (ACMR): Unique Bet on China's Semiconductor Industry
China's leading wet-clean equipment maker is riding a structural localisation wave.
ACM Research Inc ($ACMR) is a name we have followed for a while now. We got very bullish on the company back in late 2024, when the stock was trading at ar...
e& (EAND): Q2 2026 Earnings Update - Guidance Raised, Thesis Confirmed
e& (EAND) has released the earnings results for Q2 2026 last Friday. Before we dive deeper into the release and update our outlook, we recommend revisiting our initiation of coverage post, as this article is meant to be a quick update and w...
Key Facts
Related Newsletters
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Sensus Capital Research.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Global research of the best risk-reward opportunities I can find, with a focus on technology, digital infrastructure, and businesses the market is mispricing.
Frequently Asked Questions
How can I access the email archive for Sensus Capital Research?
You can find recent issues that have been published by Sensus Capital Research on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Sensus Capital Research have?
To see how many people subscribe to Sensus Capital Research, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Sensus Capital Research?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Sensus Capital Research as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Sensus Capital Research?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Sensus Capital Research using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Sensus Capital Research?
Scroll up to where it says Related Newsletters to see other publications like Sensus Capital Research. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Sensus Capital Research?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.