The Tortoisehare
Isaac AydelmanI like 'when' not 'if' situations and I like situations where I can stack catalysts and measure supply. Deep fundamental research. Investing behind change, be it industry or idiosyncratic. Long and short. Global views, sector agnostic.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 13 | Subscribers | Read | tortoisehare.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
What Made Me Think This Week: 24/01/2026
# Write Ups
What Made Me Think This Week: 12/01/2026
Need to be more consistent with this, but here goes anyway!
ANALYSIS: Adobe (ADBE)
I generally don’t go for ‘pure play’ tech stocks but here we have a company with a fortress balance sheet, gushing free-cash flow and is set to benefit from AI adoption. Despite this being a $130bn market cap company with a brand everyone i...
What Made Me Think This Week: 04/01/2026
Hoping to be back posting on a semi-regular basis. Have a few ideas already in the pipeline but life gets in the way…
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Authors
The writers behind this newsletter.
Everything is cyclical on a long-enough timeframe. Currently a portfolio manager at a large institutional. 5 years on the buy-side in a number of roles, from VC to market neutral hedge funds. All views my own.
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