Wonderful Automations
Independent value-investing research — clear analysis, honest verdicts, and a margin of safety.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | 3 months ago | Last Issue | 3 days ago |
| Active | |||||
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wonderfulatafairprice.substack.comLatest Issues
Inflation Pressures Are Building Beneath the Surface
At first glance, inflation may appear to be largely an energy story. Higher oil prices are expected to push headline CPI higher, lifting year-over-year inflation and reinforcing concerns that progress on price stability has stalled. But the...
Tesla’s Q3 2026 Deliveries Beat Expectations, but Energy Storage Falls Short
Tesla reported third-quarter 2026 vehicle deliveries that exceeded both Wall Street consensus and analyst expectations, reinforcing investor confidence in the company's automotive business despite a modest year-over-year decline. According...
The AI Power Race Goes Nuclear: Google and Constellation Strike Landmark Energy Deal
As artificial intelligence drives an unprecedented surge in electricity demand, tech companies are increasingly looking beyond traditional energy sources to secure reliable, long-term power. The latest example comes from Google and Constell...
Micron: I was wrong in July and still not buying
Let me say where I stand before I say anything else. I think Micron’s extraordinary year is the peak of a cycle, and I think the market is pricing it as a plateau.
I thought the same thing in July, when the shares were $979.30 and I said a...
September Executive Briefing: What to watch in the final quarter of 2026
The briefing from Frances Donald and Mike Reid at RBC Economics argues that the U.S. economy remains surprisingly resilient despite growing pressures.
Key points:
- Strong U.S. economic growth continues. RBC maintains its view that the...
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Independent value-investing research — clear analysis, honest verdicts, and a margin of safety.
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