Thank You Mr Market
James StawickiTaking advantage of Mr Market's irrationality to generate 25% IRR since Oct-20. Subscribe for first principles deep dives on high-conviction asymmetric plays.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 6 months ago | Last Issue | 23 days ago |
| Active | |||||
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thankyoumrmarket.substack.comLatest Issues
A quick update on Topicus.com
Full disclosure: This is not financial advice. I am currently invested in shares of Topicus.com Inc. (TSXV:TOI). My views are my own and are shared for transparency, not as a recommendation to buy or sell. Do your own due diligence!
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Cash is King: Asseco South Eastern Europe Q2 2026 Earnings Review
Full disclosure: This is not financial advice. I am currently invested in shares of Asseco South Eastern Europe (GPW:ASE). My views are my own and are shared for transparency, not as a recommendation to buy or sell. Do your own due diligenc...
Cooper Standard Q2 2026 Earnings Update
Full disclosure: This is not financial advice. I am currently invested in shares of Cooper Standard Holdings, Inc. (NYSE:CPS). My views are my own and are shared for transparency, not as a recommendation to buy or sell. Do your own due dili...
Topicus.com Q2 2026 Earnings Update
Full disclosure: This is not financial advice. I am currently invested in shares of Topicus.com Inc. (TSXV:TOI). My views are my own and are shared for transparency, not as a recommendation to buy or sell. Do your own due diligence!
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Revenue growth, margin uplift and a multiple re-rating: ASEE has it all
Full disclosure: This is not financial advice. I am currently invested in shares of Asseco South Eastern Europe (GPW:ASE). My views are my own and are shared for transparency, not as a recommendation to buy or sell. Do your own due diligenc...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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Taking advantage of Mr Market's irrationality to generate 25% IRR since Oct-20. Subscribe for first principles deep dives on high-conviction asymmetric plays.
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