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Steve Platz

Steve Platz, Steve

Investor focused on uncovering asymmetric opportunities in global markets. I blend conviction with pragmatism across emerging and traditional assets.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues18SubscribersRead steveplatz.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Conviction vs Pragmatism

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.

2 months ago
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Don’t Fade Duolingo

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.

2 months ago
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The Solar Panel Recycler With 100-Bagger 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.

2 months ago
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The Small-Cap Compounder Disrupting Trailer Rentals

### Intro: The 87% Market Share Company You’ve Probably Never Heard Of

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Authors

The writers behind this newsletter.

  • Steve Platz

    Investor focused on uncovering asymmetric opportunities across global markets. I blend conviction with pragmatism across emerging and traditional assets.

  • Steve

    Ideas on investing and geopolitics.

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