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Uneducated Investor \ud83d\udca1

Dheeraj

Plain-spoken insights from an ordinary guy just trying to figure out markets. No fancy finance degrees here. Expect contrarian views and ideas. I mainly write about Uranium, Coal, and Oil.

Platform
Substack
PricingOnly free issues
PublishesTwice weeklyIssues34
SubscribersRead uneducatedinvestor.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Does DeepSeek mean NVIDIA is in DeepS**t?

The stock market is a theater of extremes. One day, NVIDIA is the darling of Wall Street, the next, it’s a doomed relic of the AI bubble. One day, DeepSeek is a niche open-source model, the next, it’s the harbinger of doom for OpenAI and th...

2 months ago
1
0

Oil Sands & the Loonie: A Double Negative Opportunity?

In investing, opportunities often arise from the most unlikely places. The "double negative" scenario—where both a market and an industry within that market are at low points—offers asymmetric risk-reward potential. Today, we examine if suc...

2 months ago
1
0

Uncertainty & The Icarus Print

Every market is a theater of perpetual motion, where trends emerge, speculation overtakes, and corrections restore. In recent weeks, the spotlight has been on NVIDIA, a semiconductor giant that has become a bellwether for AI, the tech secto...

2 months ago
1
0

Coffee Crisis: Brewing Trouble

In my decade of investing, I've often found that the most intriguing opportunities arise not from the flashy headlines of tech innovations or corporate mergers, but from the quieter corners of the market. Today, I'd like to discuss one such...

4 months ago
1
0

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Authors

The writers behind this newsletter.

  • Dheeraj

    Plain-spoken insights from an ordinary guy just trying to figure out markets. No fancy finance degrees here. Expect contrarian views and ideas. I mainly write about Uranium, Coal, and Oil.

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