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Jonah’s Large/Mega Cap Deep Dives

We provide 3-4 deep dive writeups per month on large caps and mega caps which are companies with a market capitalization above $10 billion

largecapdeepdives.substack.comSource feed ↗10 episodes

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Read 10 days ago and current, but nothing has been published for 3 years.

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Reminder: Large Cap Deep Dives shuts down today

Hi everyone, Just a reminder that my Large Cap Deep Dives newsletter will shut down today. If you’re a paid subscriber then your plan will be canceled today and you’ll get a prorated refund for whatever is left on your monthly or annual plan.

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Mini deep dive on Aspen Aerogels ($ASPN)

In order to read this mini deep dive on Aspen Aerogels ($ASPN) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber…thank you for your support. Paid subscribers receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +134.7% in 2023 and up +1,064% since…

Part 2: Deep dive on VTEX ($VTEX) plus new links to spreadsheets, investment models and daily webcasts

In order to read this deep dive on VTEX ($VTEX) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +134.7% in 2023 and up +1,064% since January…

Part 1: Deep dive on VTEX ($VTEX)

In order to read this deep dive on VTEX ($VTEX) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +135.2% YTD), my investment models and my daily…

Mini deep dive for On Running ($ONON)

In order to read this mini deep dive on On Running ($ONON) you’ll need to become a paid subscriber by clicking the button below.

Year end giveaway from Celsius, TrendSpider, Tikr and Lupton Capital

I've partnered with Celsius, TrendSpider and Tikr to do a year end giveaway to THREE of my Twitter friends/followers. In order to qualify you have to retweet this post (on Twitter) and be following all three of those accounts above plus me.

Part 2: Deep dive on Toast ($TOST)

In order to read this deep dive on Toast ($TOST) you’ll need to become a paid subscriber by clicking the button below.