🏗️ THE RESEARCH HUB IS OPEN

Where the work happens

I’ll be honest: My Deep Dives take a massive amount of time. I want to deliver a good story in those Deep Dives, and usually that takes time, sometimes more time than I want to spend.

Between digging through earnings calls, various Feeds, analyzing Semi Newsletter, and more, there is a lot of “raw” research that doesn’t always make it into the final newsletter.

I’ve decided to open the Subscriber Chat to give you a look at the process behind the scenes. Join the Chat, it’s 🆓

Why you should be in there:

• The “Wait-list”: See which stocks I’m currently grinding on before the 2,000-word report drops.

• The Evidence: I’ll be sharing the charts, data points, and fintech news that I’m currently obsessing over.

• Direct Q&A: If a Deep Dive was too dense or you have a specific question about a company I covered, ask me here.

How to join the “work-in-progress”:

Get the Substack app.

Head to the Chat section.

Let me know what you think.