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 | 135 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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investresearch.substack.comLatest Issues
Digital Grid (TSE: 350A) – The Stock Exchange for Electrons That Nobody in Europe Has Heard Of
investresearch.net · 3 September 2026
Introduction: A Business Model I Wish Existed in Frankfurt
Every so often I look at a Japanese small cap and think: why on earth does this not exist in Europe? Digital Grid is one of those c...
Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model
I have been following Amazon for a long time. I covered the stock as an analyst at a large German fund house, where the position sizes were big enough that being wrong was not an academic problem. My wife worked at Amazon, so conside...
Cyber Security Cloud (TSE: 4493) — The Quiet Japanese Gatekeeper of the Cloud
Introduction: the boring half of the AI trade
Most of what I read about artificial intelligence at the moment is about who builds the models. Almost nobody writes about who cleans up the mess they create.
Every new large language model...
Macompta.fr: The €16 Million French Software Company Nobody Is Looking At
Why I care about this one more than most
I run a small business. Not a big one —, a fund, a research operation, invoices going out, receipts coming in, a tax advisor on the other end of an email chain. And every year I am reminded that...
Newborn Town: A Single-Digit P/E for a Business Growing 37%
The label that keeps this stock cheap
Every time Newborn Town comes up in conversation, someone calls it “the Grindr of China.” I understand why. The company owns Blued, which really is the dominant LGBTQ dating and social app in the Ch...
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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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