Springbok Finance
Thematic research and stock deep dives. Finding outliers in a sea of noise.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 9 | Founded | 4 months ago | Last Issue | 9 days ago |
| Active | |||||
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springbokfinance.substack.comLatest Issues
Micron ($MU) - Q3 FY26 Earnings Update
We initiated coverage of Micron at $433 with a $606 price target. After Q2 FY26 results we upgraded to $683. Tonight we upgrade again - to $1,871.
Here is why.
The Headline Numbers
Revenue came in at $41.5 billion - beating the $3...
Deep Dive : SanDisk Corp ($SNDK)
SPRINGBOK VERDICT
Rating: BUY
Current Price: $1,559 | Price Target: $3,983 | Upside: 155%
The Man Who Refused To Accept That Storage Had Limits
In 1973, a young Israeli physicist named Eli Harari completed his PhD at Princeton and j...
IREN ($IREN) Q3FY26 earnings update
IREN Q3 FY26 — The Numbers Are Noise. Read The Contracts.
A Springbok Finance post-earnings update. We keep the price target at $86/share.
The headline numbers look ugly. Do not let them fool you.
IREN reported Q3 FY26 revenue...
Deep Dive: IREN Limited ($IREN)
SPRINGBOK VERDICT
Rating: BUY
Current Price: $47 | Price Target: $86 | Upside: 83%
The Resignation
In 2018, two Australian brothers resigned from Macquarie Group - one of the world’s most prestigious infrastructure investment banks,...
Offbeat: The world's most powerful information machine
The stock market is not just a place where people buy and sell shares.
It is the world’s largest information processing machine. And sometimes, it knows things that no official investigation, no government commission, and no public announc...
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|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Know what you own. Know why you own it. Know when to sell.
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