Substack von Philipp
Philipp HaasStock and investment content. Impressum: Philipp Haas Newshores UG Adalbert-Stifter-Straße 3a 82031 Grünwald
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 126 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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investresearch.substack.comLatest Issues
VNV Global: Venture Capital at Half Price — A Stockholm Holding Company Trading at a 53% Discount
Introduction: The Asset Class Private Investors Are Not Supposed to Reach
There is one corner of the market that ordinary private investors are structurally locked out of: venture capital.
If you want to put money into pre-IPO technolo...
Ai Robotics (TSE: 247A) — The Cheapest Doubler in Japan Is Not a Robot Company
Philipp Haas | investresearch.net
There is a moment in every screen where a name stops you. Mine came a few weeks ago, running my Fair-PE model across Japanese small caps. Sitting at the very top of the upside ranking — above ev...
Noah Holdings ($NOAH): A Chinese Wealth Manager Trading at Its Cash Pile
By Philipp Haas — investresearch.net
There are stocks you buy for the story, and there are stocks you buy for the arithmetic. Noah Holdings (NYSE: NOAH / HKEX: 6686) is one of the rare cases where the arithmetic is the story — and w...
CareCloud (CCLD): The Boring Billing Company That Quietly Became an AI-and-M&A Compounder
by Philipp Haas – investresearch.net
Let me start with a scene most of you will recognize.
You go to the doctor as a private patient. A few weeks later a bill lands in your mailbox — but it isn’t from the doctor. It’s from some com...
SoFi Technologies (NASDAQ: SOFI): Building the Bank of the Future — and the Market Just Handed Us the Entry
Every few years I come across a company that is trying to build something that simply does not exist in Germany yet. SoFi Technologies is one of them. Imagine a single app where you keep your salary account, refinance your student debt, tak...
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Founder of investresearch investresearch is a financial publication from Newshores UG, Germany no investment advice and no individualised investment advice
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