The Reservist
Yehoshua ZlotogorskiBuilding a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 82 | Founded | 3 years ago | Last Issue | 3 months ago |
| Active | |||||
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thereservist.substack.comLatest Issues
Q2 in the books
Q2 and H1 are in the books. It’s been a challenging year for my portfolio, so it’s good to take a step back, analyze and think ahead. My YTD performance is -10%, vs a +16% for the QQQ. A massive divergence, and one that brings me back to br...
Innoviz: to 2026 and beyond! 🚀
Is Innoviz finally at an inflection point or is there more time to wait? What’s the health of the business and what’s been going on in the entire sector?
If you’re new to Innoviz, go read my three part series on the company and the Lidar s...
Toast Q1 2026: It's fine
After hour trading can lead to wrong conclusions about the quarter. Don’t overthink it. Toast reported a good quarter.
What’s going on?
GPV was flat for the third consecutive quarter. FinTech revenue declined sequentially for the second s...
Adyen Q1: Smooth sailing
Adyen barely budged after reporting Q1 2026 earnings.
Net revenue came in at €620.8M — up 20% in constant currency. Processed volume: €382B, up 21%. Guidance stayed the same on all accounts: 20-22% net revenue growth in 2026 on a constant...
Stripe and the Agentic Long Tail
Last week’s Stripe Sessions wowed, but did not, on the surface, contain anything that should have surprised observers of the company. There was no pivot, no new vertical, no unexpected acquisition. What there was, instead, was the most cohe...
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