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TheDeepDiveResearch

TheDeepDiveResearch

Welcome to The Deep Dive Research! Your weekly destination for in-depth analysis on companies, stocks, and business trends. Gain insights, uncover opportunities, and stay ahead in the markets with our comprehensive research and expert perspectives.

Platform
Substack
PricingFreemiumPublishesDaily
Issues210SubscribersRead thedeepdiveresearch.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The “Platformization” Inflection

Why Shopify’s Recent Multiple Compression is a Generational Accumulation Window

19 days ago
0
0
Paid

The Great Pharmacopeia Re-Rating

AstraZeneca’s $600B Ascent and the End of the “Patent Cliff” Discount

21 days ago
0
0
Paid

The Seagen Dividend: Why Pfizer’s Oncology Pivot Marks the Final Value Trough

The market has spent the last 24 months punishing Pfizer (PFE) for the “sin” of pandemic overperformance. Since the 2022 highs, the narrative has been a relentless de-rating, driven by the structural decay of the COVID franchise and a loomi...

23 days ago
2
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The FSD Paradox: Why Tesla’s Peak Multiple Is a Trough Signal

Tesla’s Q4 results have just hit the wire, and the market is caught in a cognitive dissonance that only Elon Musk can engineer.

a month ago
4
0
Paid

Authors

The writers behind this newsletter.

  • TheDeepDiveResearch

    Institutional-grade research with narrative clarity. Deep dives into potential compounders—blending macro, fundamentals, and technicals. Join 9,000+ investors seeking alpha.

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