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Substack von Philipp

Philipp Haas

Stock and investment content. Impressum: Philipp Haas Newshores UG Adalbert-Stifter-Straße 3a 82031 Grünwald

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Substack
PricingOnly free issuesPublishesDaily
Issues92Founded2 years agoLast Issue5 days ago
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Latest Issues

The SpaceX IPO ($SPCX): The Most Spectacular Listing of Our Lifetime – and Why I Am Still Not Buying

1. An IPO Unlike Anything We Have Seen

When your broker starts sending you not one but two emails about a single IPO – and greets you with a full-screen banner the moment you open the app – you know something unusual is happening. That...

5 days ago
3
1

LendingClub Corp. (NASDAQ: LC) - why I think “Happen Bank” has a second leg

There is a sentence I keep coming back to in this job: some of the best investments you will ever make are the ones you buy when a good business is trading far below its worth for cyclical reasons — reasons that look terminal in the moment...

6 days ago
3

Wise plc (LON: WISE / Nasdaq: WSE) The toll road for the world’s money — a world-class compounder on sale?

Sometimes the market hands you a world-class business at a discount precisely because it is in the headlines for the wrong reasons. That is exactly where I find Wise today. On 1 June the shares fell as much as 20% intraday — and closed roug...

7 days ago
5

Wix (WIX): Base44 brings AI optionality

By Philipp Haas, investresearch.net


There are companies I analyse from a distance, and there are companies whose product I would actually pull out my own credit card for. Wix belongs to the second group. I build my own websites...

13 days ago
1

Cantourage Group SE (XETRA: HIGH) The Quiet German Cannabis Compounder Nobody Is Watching?

I have followed Cantourage since its IPO, and I will be honest with you: back then I found it far too expensive and I passed. That turned out to be one of those decisions that ages strangely. The company has since multiplied its revenue rou...

18 days ago
2

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