Magnum Ice Cream Company, The Box in Someone Else's Shop
A summer issue. Free for all. The Magnum Ice Cream Company
Hidden Market Gems
Hidden Market Gems is a problem-centric equity research lab. We start from a real problem in the world, then find the under-followed company that solves it better than almost anyone, often before the market really cares.
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5000 Subscribers
This was a life goal for me, and my backstory
The Most Important Issue of Europe is 90 Days From Today
Europe has less than 3 months and one factory.
The Sulfur Problem, What the Market Hasn't Priced, Yet
The sulfur problem is not priced yet, food and energy transition are fighting for the same problem
The Last Six Inches of Connectivity
A company that is a pure play in connectivity
Why Bears Will Be Wrong About AI, Again
A basic explanation of Jevon's Paradox and Joseph Schumpeter's Theory of Innovation
Grab a shovel: Bringing More Value to Your Subscription
And the price stay the same
The Forty-Minute Robot: Pure Play For The Robotic Revolution
My pure play for the robotic wave
A Secret Option in Robotic and Vision of Agents
Before the Agent in the Robot can act, it must see. This company could manufacture the most precise and effective eyes of the robot boom. An hidden option. Hidden Market Gems.
[RDDT] The Mob That Became the Moat
Reddit got filed under "sub-scale social network." What it actually owns is the toll booth on the one input the AI race cannot manufacture: twenty years of strangers telling each other the truth.