The Mispriced
Luca MontanariMispriced opportunities across public markets for investors seeking long-term market outperformance.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 3 months ago | Last Issue | 3 days ago |
| Active | |||||
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themispricedresearch.substack.comLatest Issues
Dispersion Is the Opportunity
Topics Covered
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Introduction
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The risk is being in the wrong place
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The index is no longer a neutral decision
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From a valuation bubble to an earnings question
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Liquidity matters more than it used to
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Gold, and the...
Research Note #15 — Paychex
A study of quality, price, odds, and sizing.
This week’s Research Note is about:
AI Is Starting to Look Like an Industrial Business
The AI boom is increasingly becoming a capital-expenditure story.
Baseline estimates now point to roughly $7.6 trillion of AI-related CapEx between 2026 and 2031, spanning compute, data centers, networking, and power infrastructure.
Annua...
Research Note #14 — Applovin
A study of quality, price, odds, and sizing.
This week’s Research Note is about:
Gold Review — September 2026
Gold creates an interesting analytical problem today.
The strategic thesis has not materially deteriorated.
The Mispriced is a reader-supported publication. To receive new posts and support our work, consider becoming a free or paid subsc...
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| Subscribers | Engagement | 68 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Multi-asset investor/analyst.
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