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ThePeachPit

ThePeachPit

ThePeachPit looks at the world not for what we want it to be, but for what it is. Economic data can be drastically generalized and being able to sparse it out through individual firm research allows us to connect the dots.

Platform
Substack
PricingOnly paid issuesPublishesTwice weekly
Issues148SubscribersRead peachpit.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

ThePeachPit Model Portfolio Vol. XXIX: Fed Will Move The Market

This week may be the paradigm shift that investors have been awaiting.

a month ago
0
0
Paid

The Trade Desk (NASDAQ: TDD) - Defying Gravity With High Growth In A Down Market

It is common-law that advertising and marketing budgets go by the wayside during times of economic uncertainty.

a month ago
1
0
Paid

ThePeachPit Model Portfolio Vol. XXVIII

ThePeachPit updated the investment theses on X, UEC, UUUU, ORCL, and INTC

2 months ago
2
0
Paid

Chord Energy Offers Investors Huge Upside Potential (NASDAQ: CHRD)

The oil and gas industry has been somewhat beaten up in the last year as prices moderate to the low-$70/bbl.

2 months ago
2
0
Paid

Authors

The writers behind this newsletter.

  • ThePeachPit

    Tuesday report: Macro and equity model portfolio update. Friday report: Single-name stock report. ThePeachPit looks at the world not for what we want it to be, but for what it is and dissects economic activity one data point at a time.

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