ThePrivatePublicInvestor
The Private Public InvestorStock Investments, market insights and geopolitics grounded in institutional experience from PE & Ex-IB individual.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 25 | Founded | 7 months ago | Last Issue | 10 days ago |
| Active | |||||
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theprivatepublicinvestor.substack.c...Latest Issues
Nike's Slow Climb Back
I bought Nike too early.
Yes. I will be the first to say that I was too early in Nike.
I was overly excited with the appointment of CEO Elliott Hill and the turnaround story of the legacy brand.
I knew it was a turnaround and I knew tu...
April Portfolio Update (#1)
The portfolio returned 323.53% in April and crossed $1M for the first time. AMD leaps did roughly 90% of the heavy lifting.
And yes — this really is a coincidence. I’d already planned to start monthly portfolio updates this spring, before...
AMD: Mile 6 of the Marathon
AMD just printed an all-time high above $340 on Friday without a single piece of company specific news.
Intel blew out Q1 estimates and guided with a story of a severe shortage of CPUs — analysts immediately connected the dots and inferre...
This Time Isn’t Different
"Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria."
— Sir John Templeton
Let me be blunt.
Almost every bearish indicator I track is flashing red right now.
I always treat markets li...
Claude Cowork & In-app Plug-ins
I just started using Claude Cowork and the in-app plugins this past month, and it has dramatically increased my productivity, accuracy and total output.
I’ve realized THIS is what all the buzz is regarding “I now have a junior analyst and...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Fully transparent portfolio. 50% large-cap leaders on the dip + 50% ground-up new ideas. PE associate + ex-IB. By Alex Harris \ud83d\udc47
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