
Investor focused on uncovering asymmetric opportunities in global markets. I blend conviction with pragmatism across emerging and traditional assets.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 18 | Subscribers | Read | steveplatz.substack.com |
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As a full-time investor whose livelihood depends on performance, I try to stay as detached and pragmatic as possible with any position I take.
This isn’t a deep dive into Duolingo. I’m not here to dissect revenue figures or margins from the last quarterly. Sometimes its best to zoom out. This is a qualitative note that the market is underestimating Duolingo’s long-term potential.
This is a quick note on a company I’m invested in that I believe has 100-bagger potential with limited downside. It’s about to hit commercial production in early 2026 after successfully proving its technology at pilot scale in 2025.
### Intro: The 87% Market Share Company You’ve Probably Never Heard Of
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Investor focused on uncovering asymmetric opportunities across global markets. I blend conviction with pragmatism across emerging and traditional assets.
Ideas on investing and geopolitics.
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