The Financial Pen
I capture flashes of market insight before they fade and share them here. Each month, I aim to publish two in-depth company or industry analyses, alongside a couple of pieces on the principles and frameworks that guide long-term investing
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 80 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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thefinancialpen.substack.comLatest Issues
The Value of What Already Exists
Rising demand meets industrial capacity that takes years to replace. Finding the businesses that benefit while supply catches up.
New industrial capacity is taking longer to build just as demand is rising. That changes the economics of wha...
The Dangerous Aha
Insight Series: Eight cognitive traps that derail investment judgment, examined through a micro-cap post-mortem
If you have been following this publication for some time, you would know that I have somewhat of a love-hate relationship with...
A More Defensible Way Through the AI Buildout
Following capital recovery across the infrastructure stack to find an investment less dependent on AI’s most optimistic outcome
AI is here to stay, but no one has any idea if the price tag of new AI infrastructure will ever be worth it. Th...
Rethinking Federal Contractors After AI
Federal contractors aren’t just selling hours. They also bear mission risk. Markets may have mispriced them by confusing replaceable effort with responsibility.
Apologies for taking a little longer than expected to complete this piece. I h...
From Chickenjoy to Capital Allocation
In the last post, Disney served as a way to think about insights that tap into a broadly shared emotional code, allowing a brand to move with little friction across generations and borders.
Here, the thread is picked up from the other end,...
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| Subscribers | Engagement | 78 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I hunt for quality the market misprices, probe opportunities it misunderstands, and spotlight bets it overlooks.
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