Fundamental research, technical analysis and transparent portfolio management for investors looking to beat the market and build portfolios for a fast-changing world.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 68 | Founded | 8 months ago | Last Issue | 3 days ago |
| Active | |||||
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theinflectioneconomy.substack.comLatest Issues
August Portfolio Review: The Value of Doing Less
The Inflection Portfolio finished August up 33.5% year to date as we let a cleaner book do the work.
The portfolio finished August up +33.5%. August was the opposite of July. After using July to clean up the book, reduce duplication and re...
AeroVironment: The Right Thesis at a Better Price
AVAV has execution scars, a broken chart and a cash-burning year ahead but it also offers one of the better IRRs in defence technology.
In our Kratos piece, we came to a bit of a frustrating conclusion: KTOS was becoming the company we exp...
CRCL: Why the Next 36 Months Matter
The next phase of the thesis is about monetizing the velocity of digital dollars, not just growing their supply.
We’ve held CRCL since February, but think it remains one of the more difficult businesses in the public markets to underwrite...
Kratos: The Right Thesis at the Wrong Price?
The closest public market analogue to Anduril is executing. But the question is whether its valuation has already captured the next two years of growth.
Last week, in our thematic piece on Defence; The New Arsenal, we described Kratos Defe...
AppLovin’s Reality Check
A better price but a wider range of outcomes and a higher burden of proof.
Lots of questions about what to do with AppLovin (APP) after the post earnings draw down. We needed some time to properly evaluate the position and after analysis i...
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The writers behind this newsletter.
Fundamental research, technical analysis and transparent portfolio management for investors looking to beat the market and build portfolios for a fast-changing world.
Co PM at Logos LP. Author @The Inflection Economy. Love investing and learning new things.
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