Waver Research
WaverAuthor of Investing with Eagles, Investing in the plumbing of global finance. Insider analysis on Fintech, Payments & Data. Ultra-concentrated portfolio (6 stocks). Business contact : [email protected]
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 172 | Founded | 6 years ago | Last Issue | 41 hours ago |
| Active | |||||
Read this Newsletter
waver.oneLatest Issues
[Portfolio] Brookfield Corporation Q1 2026
Back in early 2026, I wrote about Brookfield’s record-breaking FY 2025 results $6.0 billion in distributable earnings, $112 billion raised, and a stock trading at a ~31% discount to management’s stated intrinsic value of $68. The thesis was...
The Invisible Real Estate Boom Nobody Invited You To
When people talk about the real estate winners of the e-commerce era, they go straight to logistics. Prologis. Industrial warehouses. The giant brown boxes stacked outside every major city. That story is fine. It’s also five years old and p...
Blackrock May 2026 Report
Most investors look at BlackRock (BLK) and see an ETF factory. They see a massive, low-margin business locked in a “race to zero” with Vanguard.
They’re missing the real story.
I just released a new 10-page Deep Dive on BlackRock for Wave...
Blackstone Just Paid 18x EBITDA for Part of This Company. The Rest Trades at Nearly Nothing
0. THE STORY
TriMas makes the pump on your lotion bottle. Not the lotion, the pump. Through brands like Rieke and Taplast, they supply dispensing components to consumer goods giants, and through Norris Cylinder they make high-pressure...
[AXP,KNSL] Two Machines, Two Methods, One Playbook
Some quarters you open the filing and nothing surprises you. This was not one of those quarters.
American Express posted the highest spend growth in three years and the market shrugged. Kinsale posted a 77.4% combined ratio, a 47% dividend...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Waver Research.
| Subscribers | Engagement | 68 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Author of Investing with Eagles, Investing in the plumbing of global finance. Insider analysis on Fintech, Payments & Data. Ultra-concentrated portfolio (6 stocks). Business contact : [email protected]
Social
Frequently Asked Questions
How can I access the email archive for Waver Research?
You can find recent issues that have been published by Waver 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 Waver Research have?
To see how many people subscribe to Waver 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 Waver Research?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Waver 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 Waver 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 Waver Research using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Waver Research?
Scroll up to where it says Related Newsletters to see other publications like Waver 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 Waver 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.