Researching hidden niche champions from Europe, Canada, Japan and the U.S. get get little to no attention from analysts.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 134 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||
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onveston.substack.comLatest Issues
Subscriber Letter #26: The Future of AI From Apple’s Point of View
What Apple is doing differently
For three years Apple looked like the company that missed AI. It shipped no chatbot, no frontier model, no data-centre story, and a delayed Siri. Meanwhile a second market formed that nobody was targeting on...
Subscriber Letter #25: How to Profit From Regulations
A misunderstood economic moat
BVNK is a UK-based company founded in 2021. It builds stablecoin infrastructure, the back-end that lets money move between normal currencies (dollars, euros) and stablecoins. Its platform can send and receive...
Subscriber Letter #24: The Novy-Marx Gross Profitability Ratio
The other side of value
Gross profitability measures how much profit a company produces from the assets it owns. The idea comes from a 2013 paper by Robert Novy-Marx, a finance professor at the University of Rochester, titled
Subscriber Letter #23: The Growth Continues
Our stocks keep firing on all cylinders
Earnings season has ended for the companies in our portfolio.
Subscriber Letter #22: The Smartest Backdoor Play on Japanese Demographics?
We already hold some of the best U.S.
We already hold some of the best U.S. businesses in our portfolio, and nearly all ten of them reported record results in their latest quarterly filings. Congratulations to all our subscribers.
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Subscribers, engagement, traffic and sponsorship for Onveston Global Research .
| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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Analyzing elite businesses from the U.S., Canada, Europe & Japan that get little to no attention from analysts.
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