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 | Weekly |
|---|---|---|---|---|---|
| Issues | 158 | Subscribers | Read | waver.one |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Constellation Nobody Talks About
Lumine Group is down 58% from its peak while its cash machine just posted the best year in company history. Here's why the market is confusing an accounting cleanup with a broken thesis.
The Boring Billionaire Factory: Why Apollo Is the Most Underrated Company in Finance
Everyone's chasing AI stocks. Meanwhile, this unglamorous toll booth operator just posted record earnings for the fifth year running and nobody noticed.
When the World Catches Fire, What Happens to Your Portfolio?
Turn on financial news during a geopolitical crisis and you get one of two things: talking heads screaming that the world is ending, or other talking heads calmly reassuring you that “markets are resilient” and you should “stay the course.”...
Apollo Made a 5x Return on This Stock in 3 Years. Wall Street Still Hasn't Figured It Out
Evertec runs the financial plumbing of 26 countries, holds a Federal Reserve mandate, survived Hurricane Maria without a hiccup and trades at 13x earnings. Here's what the market is missing.
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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]
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