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 | 116 | Founded | 2 years ago | Last Issue | 2 days ago |
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investresearch.substack.comLatest Issues
Smart Shooter (TASE: SMSH) — The Company That Teaches an Ordinary Rifle to Hit a Drone
There are very few companies that could, by the strict definition of the word, be war-deciding. Most defense stocks are not. They build platforms that take a decade to field, sell into ten-year procurement cycles, and change the arithmetic...
SunPower (SPWR): A Sub-Dollar Bet on a billionaire CEO
Every so often a stock lands on my desk that I have no business liking. It is a penny stock. It carries more debt than equity. Its predecessor went bankrupt. Its accounting had to be restated. It has cycled through more CFOs in eighteen mon...
Enogia: Europe's Overlooked Waste-Heat Champion — Is This €40m French Micro-Cap the Continent's Quiet Answer to the Energy-Scarcity Trade?
Every few months the market hands you a stock that sits at the intersection of three or four themes everyone is talking about — and yet almost nobody is looking at it, because it happens to be a tiny, French, thinly-traded micro-cap that no...
Alibaba: The Only Non-US Stock in My Children's Portfolio — And Why Mr. Market Is Wrong Again
When I set up the long-term portfolio for my twins — the one designed to be held for 10 or 20 years without touching it — only one stock made the cut that doesn’t come from the United States: Alibaba. That was a deliberate decision. China i...
ErreDue: The Profitable Italian Hydrogen Stock Nobody Talks About
When I screen for investments, I always look for the same combination: quality, valuation, a bit of momentum, and a story — an investment case with identifiable catalysts. Most of the time, you get two or three of these. Every once in a whi...
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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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