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| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 134 | Founded | 6 years ago | Last Issue | 8 days ago |
| Active | |||||
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gilescapital.substack.comLatest Issues
Giles Capital Reads - Week 38
Brookfield trades 43 percent below its own valuation and its buybacks are the test of whether management believes that. Elsewhere, extreme founder discipline built Unitree's edge in cheap robotics, Asia's GLP-1 wave starts separating winner...
Giles Capital Weekly - Week 37
Welcome to another edition of Giles Capital Weekly.
Welcome to another edition of Giles Capital Weekly. SoftBank shares tumbled after AI executives sounded a public alarm o…
Giles Capital Reads - Week 36
This week pairs the AI capex debate with an older question about temperament. A Wharton model tries to justify trillion dollar spending while Marginal Revolution and Dan Niles watch for the first cracks, and elsewhere Niederhoffer's boom an...
Giles Capital Weekly - Week 36
Welcome to another edition of Giles Capital Weekly.
Welcome to another edition of Giles Capital Weekly. Iran and the US exchanged tanker attacks in the Strait of Hormuz over the weeken…
Giles Capital Reads - Week 35
Turtles Research explains why Korean insiders prefer a low share price, and Palm Valley shows small caps only look cheap once reported profits replace adjusted ones. The One to Save is Asian Century Stocks placing each Asian market on Marc...
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