Trade Ideas Flow
Ex-Equity PM & Quant (10y+ buy-side) curating the Open-Web Hedge Fund. Reading 100s of pitches weekly to find the signal. Top 'Gem' ideas delivered to you every Sunday morning. I invest my own capital using this approach.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 40 | Founded | 9 months ago | Last Issue | 4 days ago |
| Active | |||||
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tradeideasflow.substack.comLatest Issues
Thursday Tailwinds #8: Sep 24, 2026
Eli Lilly has spent billions advertising sleep apnoea, and between 80 and 90% of the people who have it do not know they do. A diagnosis is one of the indications for starting its drug. The company that sells the machine reports that 90 day...
Weekly Stock GEMs #14: September 21, 2026
Morning to everyone who inverts a thesis before believing it.
I read 203 stock pitches from 152 writers last week, and these four were the best of them.
- Ten Vizsla Silver workers were taken in January on the drive to the Panuco mine s...
Thursday Tailwinds #7: Sep 17, 2026
Forecasts put the American nicotine pouch market at $10 billion to $20 billion by 2030, up from about $7 billion today, and most of the brands selling into it are still waiting for the FDA to say they may stay. One of the companies in that...
Weekly Stock GEMs #13: September 14, 2026
Dear contrarians, if this greeting feels popular, feel free to skip it.
I read 241 stock pitches from 183 writers last week, and these four were the best of them.
- Japan fines an employer ¥50,000 a month for every disabled worker it fa...
Thursday Tailwinds #6: Sep 10, 2026
More than 130 million tonnes of Chinese coking coal capacity went dark inside a week in May, into a seaborne market that ships around 300 million tonnes a year. The buyers cannot step back. A blast furnace that cools freezes solid in the he...
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Ex-Equity PM & Quant (10y+ buy-side) curating the Open-Web Hedge Fund. Reading 100s of pitches weekly to find the signal. Top 'Gem' ideas delivered to you every Sunday morning. I invest my own capital using this approach.
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