Reletter
Artwork for stf research

stf research

stf
Hundreds of paid subscribers

i write content that helps you invest

Platform
Substack
PricingFreemiumPublishesWeekly
Issues77Founded2 years agoLast Issue5 days ago
Active

Read this Newsletter

stfbutnou.substack.com
Artwork for stf research

Latest Issues

GLTECHNO: Repeat Business, High-Growth Potential

GLTECHNO (255A JP) is a Japanese supplier of semiconductor equipment parts and laboratory consumables.

GLTECHNO (255A JP) is a Japanese supplier of semiconductor equipment parts and laboratory consumables. We like the business because a cu...

5 days ago
8
2
Paid

Investor Memo: Reassessing Thesis and Risk

This is a pretty long investor memo, including some reflections on Q3, a few lessons I’ve taken from the recent pullback and portfolio review. I originally wrote it as an exclusive piece, but same as what I did before, I’ve made part of the...

11 days ago
10
Paid

Seagate: Is storage still a cycle?

Seagate is one of three remaining makers of nearline hard drives, most of whose output now goes to hyperscale data centres on long-term contracts.

Seagate is one of three remaining makers of nearline hard drives, most of whose output now g...

a month ago
9
Paid

Gold: Upside Case Broadens Beyond Lower Rates

Gold is most attractive when investors buy it for protection and those same flows begin to push the price higher. We think this setup is now emerging. ETF flows are turning, Asian physical demand remains supportive, central banks continue t...

a month ago
10

Credo: Reacceleration Is Still to Come

We think the market has broadly priced in Credo’s $472M FY27 FQ1 street estimate, but current models may be underestimating the revenue step-up in FQ2 as customer deployments move from a temporary disruption into a higher-volume phase. That...

2 months ago
8
Paid

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for stf research.

SubscribersEngagement73Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

Authors

The writers behind this newsletter.

  • stf

    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.