ThePrivatePublicInvestor
The Private Public InvestorFully transparent portfolio. 50% large-cap leaders on the dip + 50% ground-up new ideas. PE associate + ex-IB. By Alex Harris.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 34 | Founded | 9 months ago | Last Issue | 6 days ago |
| Active | |||||
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theprivatepublicinvestor.comLatest Issues
Celsius Deep Dive
I have followed Celsius Holdings for about 7 years which is longer than any name I cover.
I pitched the stock in a college finance club when it traded around $7.
And I was sitting in a senior-year finance class when the Pepsi partnership...
June Portfolio Update (#3)
The portfolio grew 209% YTD and 13% in May
April and May were carried almost entirely by the AMD options, which did roughly 90% of the work in each month.
Top 2 Picks for the Remainder of 2026
An AI infrastructure beast and a consumer growth brand
There are still a handful of opportunities in today’s market that I believe offer attractive risk-reward, even after the strong rally we’ve seen this year.
How Cash Flow Fuels Growth
Cash flow is arguably the most important metric when evaluating the long-term sustainability of a business.
Cash flow determines may things along the growth curve of a company’s lifecycle.
It dictates whether a company can pay their day-t...
The Next Phase of This Journey
We are living through one of the most opportunistic investing landscapes in the history of the world, and I don't think that's hyperbole.
AI is creating opportunity everywhere.
The AI infrastructure buildout, the physical robots about t...
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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.
Private equity investor assessing public market opportunities | Portfolio Link\ud83d\udc46\ud83c\udffc
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