investresearch by Philipp Haas
Philipp HaasStock and investment content. Impressum: Philipp Haas Newshores UG Adalbert-Stifter-Straße 3a 82031 Grünwald
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 153 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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investresearch.substack.comLatest Issues
FRoSTA ($NLM.DE): How a Fish-Stick Maker from Bremerhaven Became Germany’s Clean-Label Champion
I have to start with a confession. I have owned FRoSTA shares for years, and for a long time I had never eaten a single FRoSTA meal. My investment thesis was built on annual reports, not on my frying pan.
That has changed. In the meantime,...
CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car
Most people buy a car only every five or six years, and each time they start from zero. A used car is the hardest version of that problem: no two cars are the same, mileage and equipment vary, and the dealer always knows more than you do. A...
Global-e: The Invisible Engine Behind the Brands You Buy From Directly Online! $GLBE
Ten years ago, when I wanted to buy a shirt or a pair of sneakers online, I almost always ended up at Zalando. Not because I loved the platform, but because the brand’s own web shop was usually clunky, slow and – if the brand was American –...
Hippo Holdings ($HIPO): The Insurtech That Stopped Chasing Hype and Started Making Money
Introduction: Raptor vs. Legacy, with a Twist
I like the “raptor vs. legacy” setup: a fast, data-driven newcomer goes after a slow, complacent incumbent. It worked in e-commerce and in electric cars. The pattern has a catch, though. Yo...
Alphabet: The Search Engine Everyone Wrote Off Is Now Building the AI Economy and takes the lead in LLM´s again?
Hardly any company is so present in my everyday life without my thinking about it. I search on Google, navigate with Maps, use Gmail, upload my videos to YouTube, and my investresearch channel even has paid memberships there. Billions of pe...
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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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