Summit Stocks
Lucas | Summit StocksSelf-taught investor sharing what I learn along the way + in-depth stock research, portfolio updates, and our own stock research tool.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 171 | Founded | 2 years ago | Last Issue | 11 days ago |
| Active | |||||
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summitstocks.substack.comLatest Issues
Topicus ($TOI): Still An Asymmetric Opportunity
Topicus Q1 2026 earnings update
Topicus shares remain down more than 50% from their all-time high in 2025. Yet despite such a large drawdown, the underlying fundamentals have not changed, at least not for the worse.
Duolingo ($DUOL): Still a Buy, but for Different Reasons
Duolingo Q1 2026 earnings update
Duolingo’s 2026 is different from its usual 30%+ growth years. In the company’s Q4 2025 earnings call, management announced a deliberate shift in strategy: deprioritize monetization of the user base to focu...
April 2026 - Portfolio Update
Welcome to the April 2026 portfolio update.
Welcome to the April 2026 portfolio update.
Amazon ($AMZN): Accelerating Growth, Record Margins
After a very bullish Andy Jassy shareholder letter on April 9, Amazon released its highly anticipated Q1 earnings this week. In one sentence: the company smashed earnings, and shares are up almost 30% in one month, deservedly.
Amazon beat...
Basic-Fit: Key Takeaways from the Capital Markets Day
Basic-Fit, the largest fitness chain in Europe, whose shares form a core part of my portfolio, shared its Q1 trading update earlier this month, followed by a Capital Markets Day where top management shared details on the strategy going forw...
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| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
Self-taught investor sharing what I learn along the way + in-depth stock research, portfolio updates, and our own stock research tool.
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