TrendInvest
Ritmus, MakiosWe hunt for cultural shifts and bet on where the world is heading. Our search for value takes us everywhere, from the deepest value trenches to the most hyped retail favourites. We strive to be bold, yet stay humble.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 3 years ago | Last Issue | 3 months ago |
| Active | |||||
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trendinvest.substack.comLatest Issues
When the market bleeds, look for “monopolies”
The SaaS sector has just weathered a storm. Valuations have evaporated, euphoria has vanished. I am looking at a company that half the internet hates, yet the other half cannot sell without.
There is an old rule in investing: When the mark...
Hot gifts for Christmas 2025?
Observing the BF and Christmas on social media, here are my predictions for hot items/gifts this year.
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Toniebox 2
Classic audio toy, with Raz...
Wix.com + call option for base44 for free?
I don’t have time to put together a full post right now, so I’m sharing a few quick screenshots of my tweets instead.
We started buying Wix.com below $130 and kept adding as we conducted deeper research. It’s now our largest position.
I’m...
Quick Idea: Ito En (TYO:2593) - matcha trend
Matcha craze
Matcha has moved from niche to mainstream and now looks like a durable social-arb theme: the category was ~$4.3B in 2023 and is projected near $7.4B by 2030.1
Demand is being pulled through by social-driven buzz and mass-m...
GAP - viral ad as a social arb opportunity
Gap’s latest campaign, launched Tuesday, quickly went viral across Instagram, TikTok, and YouTube, breaking the brand’s engagement records. The campaign features KATSEYE performing to Kelis’s 2003 hit Milkshake, choreographed by Robbie Blue...
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