Reletter
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Springbok Finance

Thematic research and stock deep dives. Finding outliers in a sea of noise.

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Substack
PricingOnly free issuesPublishesWeekly
Issues12Founded5 months agoLast Issue3 days ago
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Latest Issues

The Weekly Stack - Issue #1 (19th July to 25th July)

Every Saturday, Springbok Finance will publish The Weekly Stack a short, sharp update on the most important developments across the AI infrastructure universe.

No general commentary. No S&P 500 predictions. No Fed speculation.

Each issue...

3 days ago
2

Deep Dive: Trio-Tech International ($TRT)

SPRINGBOK VERDICT

Rating: BUY

Current Price: $10.38 | Price Target: $28.65 | Upside: 173%

The Company That Outlasted Everyone

In 1958, two engineers in Burbank, California started a company to test electronic components.

Eisenhower...

17 days ago
1

Portfolio Update : June 2026

A Quick Note Before The Numbers

Four months ago Springbok Finance did not exist. Today we have three published deep dives, two model portfolios, and individual stock picks - all publicly tracked, all with our names on them.

The number...

a month ago
2

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...

a month ago
7

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...

2 months ago
4

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