i write content that helps you invest
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 65 | Founded | 2 years ago | Last Issue | 10 days ago |
| Active | |||||
Read this Newsletter
stfbutnou.substack.comLatest Issues
Investor Memo: Conviction Over Consensus
We are approaching the halfway mark of 2026, and Q2 has been one of the most intense quarters I can remember.
We are approaching the halfway mark of 2026, and Q2 has been one of the most intense quarters I can remember. We started the peri...
Yamaichi Electronics: The Connector Business Just Inflected
We think Yamaichi is one of the most underappreciated plays in the AI infrastructure supply chain. Every advanced chip needs their burn-in socket before it ships. Every OSFP port on every AI spine switch needs their connector cage. The FY3/...
TORM & Scorpio: Product Tankers Are Not a One-Quarter Trade
We continue to prefer TRMD as the cleaner operator with better capital return discipline and class-level disclosure. We add STNG as the higher-beta LR2 expression. Both should print Q2 EBITDA significantly higher than consensus expects, bec...
Abivax: A High-Risk Bet That the Market Overshot
We are writing about Abivax because we think the risk might be mispriced. We see them as an event-driven setup in a clinical-stage biotech with a 44% single-day dislocation.
Firstly, I want to be upfront about what this is. Abivax (ABVX US...
Rumors About PTFE for Midplane | 2 June 2026
Some views from industry experts in China.
Some views from an industry expert in China.
Audience Metrics
Subscribers, engagement, traffic and sponsorship for stf research.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
we write content that helps you invest
Frequently Asked Questions
How can I access the email archive for stf research?
You can find recent issues that have been published by stf research on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does stf research have?
To see how many people subscribe to stf research, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in stf research?
Newsletter advertising can be extremely effective when it's done right. Before you pitch stf research as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like stf research?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact stf research using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to stf research?
Scroll up to where it says Related Newsletters to see other publications like stf research. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact stf research?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.