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 | 60 | Subscribers | Read | thereservist.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Innoviz Q3: Steady as she goes
In Q2 Innoviz delivered, what was in my opinion, the best quarter results that a lidar company can deliver:
Monday blues
When Monday reported great Q2 results and got smacked, down 25%, I wrote this:
Remitly: Investigated and shutting down
Remitly reported good numbers for Q3 2025, but Q4 guidance and 2026 commentary have me closing this position. Here’s why.
Remitly, GlobalE, PayPal: Long overdue invest and investigates
Aligned incentives is key for my investing process. That’s why when I really want to research and track a stock I believe in putting my money where my mouth is. That’s the idea behind an ‘invest and investigate’ stock.
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