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| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 63 | Founded | 2 years ago | Last Issue | 40 hours ago |
| Active | |||||
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stfbutnou.substack.comLatest Issues
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.
Sakai Chemical: The Upstream Play to AI Server MLCCs
Share this freely with anyone who wants to catch up on the MLCC upstream. It’s also a sample of the kind of work we do in our AI and semiconductor write-up behind paywall. More free pieces if we see more interest on these, share it if you...
Pagaya: Wall Street Is Using the Wrong Lens
We believe the market has mispriced Pagaya. It is not a lending company. This is not a linear success story. It is a company that went through a near-institutional-death experience and came out the other side with better infrastructure, a l...
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