Summit Stocks
Lucas | Summit StocksIndependent stock research on the world's best businesses for long-term investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 186 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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summitstocks.substack.comLatest Issues
Amazon ($AMZN): The Market Finally Recognizes The $220 Billion AI Investment
Amazon reported one of its strongest quarters in years last week.
AWS grew at its fastest pace in 18 quarters. Operating income crushed management’s own guidance. And despite already planning to spend an extraordinary $200 billion t...
July 2026 Portfolio Update
Conviction starting to pay off; 11.2% portfolio return
Hi there,
Basic-Fit ($BFIT): Free Cash Flow Is Set to Accelerate
Basic-Fit ($BFIT), my third-largest holding, reported H1 2026 results this week.
This was the company’s first half-year result since introducing its new “Era 3” strategy earlier this year. (More on this in my previous update below.)...
Netflix ($NFLX): Down 50%. Is It Finally Cheap?
All the talk across Substack, X, and wherever else investors gather has been about Netflix over the past week.
Netflix released its Q2 2026 earnings on July 16, after which the shares fell about 7%. Altogether, Netflix stock is now...
Capaxe Just Got a Major Upgrade
We just released a new Capaxe update.
Capaxe is the stock research platform I started building last year to research stocks in one place, in the best way possible.
Here’s what’s new:
Custom Financial Charts
- Create charts...
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| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Independent stock research on the world's best businesses for long-term investors.
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