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 | Weekly |
|---|---|---|---|---|---|
| Issues | 54 | Subscribers | Read | thereservist.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Q2 25' Lidar Landscape report
Each quarter I follow the different lidar companies in the sector to get an understanding of industry trends, and each quarter they never fail to disappoint with fun tidbits and industry trends (here’s Q1 and here’s Q4 24). Innoviz, Luminar...
Monday Q2: WTF happened?
Monday posted a double beat and a double raise—yet the stock dropped 25%.
Toast Q2 2025
Toast delivered another strong quarter, posting revenue, gross profit, adjusted EBITDA, and free cash flow growth ahead of expectations. This marks the second consecutive quarter of a beat-and-raise on gross profit (ex-hardware) and adjuste...
July recap at The Reservist portfolio
Welcome to the July review!
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