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The Tortoisehare

Isaac Aydelman

I 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
Substack
PricingOnly free issuesPublishesWeekly
Issues13Founded10 months agoLast Issue4 months ago
Active

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Latest Issues

What Made Me Think This Week: 24/01/2026

Write Ups

  1. - Cairo Mezz plc (A Greek special situation & “Weird Shit” Idea)

  2. - How to increase your surface area for luck (You should just do things)

  3. - Global Spirits: Q2 Earnings Update (Great analysis of an industry...

4 months ago
8

What Made Me Think This Week: 12/01/2026

Need to be more consistent with this, but here goes anyway!

Write Ups

  • - Gas Fired Intelligence

  • - Are commodities a hedge fund’s best friend

  • - My Updated Step-by-Step Guide to Outperformance

  • - Adobe ($ADBE) - Show...

4 months ago
5

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...

5 months ago
14
5

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…

Write Ups

  1. - The Best of the Legendary Value Investors Club

  2. - Just Call Them ()

  3. - Trainline PLC-TR...

5 months ago
4

What Made Me Think This Week: 27/12/2025

Write Ups

  1. - There Is a Risk More Terrifying Than an AI Bubble

  2. - Understanding ROIC on Low Growth Businesses

  3. - Oil Is Incredibly Cheap

  4. - Market Wizards: 16 Conversations That Will Change How You Buy, Hold, and S...

5 months ago
5

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  • Isaac Aydelman

    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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