Stocksbot
Independent stock research. Business models, valuations and the occasional mea culpa.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 18 | Founded | 2 years ago | Last Issue | 10 days ago |
| Active | |||||
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stocksbots.substack.comLatest Issues
Five Months Later: Are We Still in a Bubble?
In May I wrote “Everybody is Asking, But Nobody Can Answer: Are We in a Bubble?”. My answer back then was roughly this: a lot of macro indicators are flashing yellow, but as long as the MAMA stocks ($META, $GOOG, $MSFT, $AMZN) keep growing...
SaaSpocalypse, 5 Months Later: Scoring the Worthy
Back in April I published SaaSpocalypse: Digging Out the Worthy. The market was dumping every software name because people feared AI agents would make SaaS useless. I argued that some SaaS companies were mispriced, and I picked 14 companies...
$ROAD, recurring road construction and AI for asphalt.
I’ve recently been obsessed with construction companies. Be it EPC or general contracting or a mix of all. One I’ve been quite focused on is Construction Partners .
Construction Partners is simply put a company that constructs and mainta...
$MSFT FY26 Q4 (calendar Q2), the best Hyperscaler this quarter?
The most useful thing in the whole call came out in the Q&A.
They said margin optimization comes through “openness of the model”.
What they’re building is a harness, the AI that remembers everything. The brain of the operation. Memory, co...
$GOOG Q2, AI Capex ROI, $GEV and where the ROI actually is
Alphabet Q2, AI Capex, and Where the ROI Actually Is
Alright. We’re going to talk about Alphabet earnings Q2, and also in general what’s going on with AI Capex.
After the Q2 earnings came in, I found them very good. But I can’t say they...
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Independent stock research: large caps, energy, infra, lithium, compounders. Business models, valuations and the occasional mea culpa. Deep dives ↓
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