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 | 174 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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summitstocks.substack.comLatest Issues
The Salesforce ($CRM) Thesis Has Changed. The Opportunity Hasn't.
When I first covered Salesforce in late 2024, the investment case had little to do with AI.
The thesis was relatively straightforward. Salesforce was a wide-moat software company operating in a still-growing CRM market, with interna...
May 2026 - Portfolio Update
Another strong month - 16% return in 2 months
Welcome to the May 2026 portfolio update.
Airbnb Is Building a Travel Ecosystem, Not a Booking App
Airbnb reported Q1 2026 earnings earlier this month. The business is building momentum, and revenue guidance and analyst estimates were both beaten:
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Revenue grew 18% YoY to $2.7 billion, with guidance at 14-16%
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Gross Booking Value...
Topicus ($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...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Summit Stocks.
| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
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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