TSCS
Strategist, Hidden Market Gems, Swiss Transparent Portfolio, Ozeco, Architect, Legal Special SituationsEquity analysts with London hedge fund experience delivering institutional-grade research on mispriced opportunities across global markets. Global equity research. Deep fundamentals, clear investment cases, no fluff.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 89 | Subscribers | Read | tscsw.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Every Equity That Matters in the Data Center Value Chain
“Amateurs talk strategy. Professionals talk logistics.”
How America Goes Bankrupt - 2026
"How did you go bankrupt?" "Two ways. Gradually, then suddenly."
US Grid Monopolist with 90% FCF Conversion & A "Regulatory Moat" - Hubbell Inc.
A Deep Dive into the the key player in the US Grid. Arbitraging the Valuation Gap Between a "Cyclical" Industrial and a "Secular" Compounder Protected by IEEE Specs and the "Existential" Urgency of
Portfolio Update: +31.68% in H1, Outperformed S&P 500 by 14.43%
Full H1 Portfolio Review: A 112% Winner, A Painful Lesson, and Our Biggest Rotation Yet
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Authors
The writers behind this newsletter.
Former London hedge fund experience, delivering institutional-grade equity research. Weekly deep dives on overlooked opportunities across global markets, plus sector analyses and thematic investment cases. Built for investors who think independently.
Ex-Private Equity, specialized in techs and digital transformation. I invest in unpriced problems of tomorrow.
Common-sense with Swiss-level caution. We hunt scalable, capital-light, high-quality managed compounders in strong jurisdictions. Micro/Mid caps, odd-lot & special situations. Portfolio updates, equity research, valuation checks. Real estate owner.
Crack The Market helps you own equities you understand through institutional level research. Learn about trends, technologies and companies that will underpin the growth and value creation of the next decades.
Writing for TSCS
Keeping you up to date with current legal issues in the commercial sphere, breaking down investment opportunities and market effects. Not financial advice.
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