Crack The Market is levelling up: Lock in current pricing before July 31st
Join world leading investors and individuals building long term wealth with institutional level research
Crack The Market Recently Hit 800+ Subscribers
Three months ago, I launched Crack The Market with a simple mission: bring institutional-level investment research to individual investors. Today, I'm thrilled to share that 800 of you have joined this community and frankly, the journey has exceeded every expectation I had.
Thank you for being here
Thank you to each one of you for the incredible support since I launched this new type of institutional level investment research offering. Whether you've been here since day one or joined us last week, your engagement, feedback, and trust mean everything. It means a lot that this newsletter is resonating with so many of you and this is just the beginning.
The response to my research has been phenomenal. Our community now encompasses hundreds of individual investors as well as professionals from some of the world's leading financial institutions, including major investment banks, asset managers, technology companies, global hedge funds, family offices, and consulting firms.
Building this newsletter has been one of the most rewarding professional experiences I've had, and it's because of readers like you who genuinely care about high-quality investment analysis.
We've been overdelivering from day one
When I started Crack The Market, I promised one deep-dive research piece per week. But I've been so motivated and thrilled by your engagement and the opportunities I'm seeing in the very fast changing world around us that I've consistently delivered two comprehensive research pieces every single week (on top of the sector and theme deep dives).
And on top of this, every single report also comes with its own engaging and fresh podcast episode. Whether you're commuting, at the gym, or just prefer audio, you can consume the same deep analysis in whatever format works best for you.
What has that meant for you?
Over 3 months: You've received 30+ institutional-quality research reports + podcasts instead of the 15 originally promised.
The value you're getting
Crack The Market is a comprehensive service that delivers extraordinary value for serious investors.
I want to put this in perspective. Traditional institutional research from professional research platforms or specialized equity research houses costs $5,000 to $50,000+ annually per client. These are the same caliber analyses I'm delivering to your inbox twice weekly – covering emerging megatrends and value chains, deglobalization winners, resilient businesses for the uncertain world we are entering or the beneficiaries of the historical AI data center buildup (arguably the greatest investment opportunity of our age) amongst many other topics that most individual investors never see coming.
Each piece takes me significant time to research, analyze, and write. I'm not just summarizing news or rehashing earnings reports. I'm diving deep into company earnings reports and presentations, filings, understanding their value chain and competitive positioning to give you the kind of insights needed to build long term wealth.
What's next
As we've grown, it's become clear that Crack The Market is filling a real gap in the market. The response to our AI data center value chain and ingredient deep-dives, our early calls on deglobalization winners (resilience, reshoring and China beneficiaries), and our analysis of very high quality and differentiated businesses not seen anywhere else online shows that there is a real appetite for this level of research.
Important pricing update - Effective July 31st, 2025
After three months of consistently overdelivering and receiving overwhelming positive feedback, I'm adjusting my pricing to be able to dedicate more of my personal time to this newsletter and bring you even more value going forward.
I also commit to taking one suggestion from subscribers of a company/trend from subscribers to analyze every month.
New pricing for Crack The Market effective July 31st, 2025:
Monthly: $50 (previously $30).
Annual: $400 (previously $200) - representing a $200 annual savings vs the monthly plan.
For existing paid subscribers: Your current pricing is locked in permanently as long as you maintain your subscription.
This price adjustment only applies to new subscribers joining after July 31st.
Join the premium community
If you've been reading as a free subscriber and finding value in our analysis, I'd love to have you join our premium community. Until the 31st of July, for just $30/month or $200/year, you get:
Full access to 2 weekly deep-dive reports + a monthly sector/megatrend deep dive (that's 9+ institutional-quality analyses monthly).
Podcast versions of every piece for flexible consumption.
Ability to recommend companies/trends for me to analyze.
Direct access to our community (where I share additional insights).
Direct access to me for questions and discussion.
Complete archive of all previous research.
When you consider that a single institutional research report often costs hundreds of dollars and subscriptions to equity research reaches into the thousands to dozens of thousands, this represents extraordinary value for serious investors.
Ready to upgrade and lock in current pricing?
Take advantage of this opportunity to access institutional-level research at today's pricing to build long-term wealth through great investments in trends that will deliver returns for your portfolio for years to come.
Thank you again for being part of this incredible journey. Whether you upgrade now or continue as a free subscriber, your engagement drives everything I do here.
You can already read my first 21 deep dives, all of which I see as winners in this new world of tariffs and deglobalization:
ASML (reshoring & China idea): The most innovative company in the world will 2.5x its EPS by 2030.
LKQ (resilience idea): The most defensive business in the auto industry is a tariff winner and could become a compounder.
Atlas Copco (resilience, reshoring & China idea): The best industrials business in the world is on sale, extremely resilient and will benefit from US reshoring.
Badger Meter (resilience idea): The perfect business in the perfect end market, water meters are the definition of resilience.
Knorr Bremse (resilience idea): Who knew making brakes was this lucrative? Rerating with self help story and upside from German infra plan.
Flex (reshoring idea): The electronics manufacturing giant building Nvidia’s servers and enabling reshoring is becoming a better business.
Itron (resilience & reshoring idea): Riding the grid investment super cycle and enabling smart grids.
Roper (resilience idea): A resilient cashflow compounder in the software space with inflecting growth.
RELX (resilience idea): The company to own forever – one of the very best businesses on Earth.
CPKC (resilience & reshoring idea): The rail connecting Canada/US/Mexico and benefiting from reshoring.
Novo Nordisk (resilience idea): The most exciting pharma company in the world is misunderstood and its growth engine is ready to roar back to life.
Kurita (resilience, reshoring & China idea): Water services expert with improving margins and benefiting from reshoring of semiconductor production.
Halma (resilience idea): High quality compounder in safety, health and environmental technologies.
Quanta Services (resilience & reshoring idea): Countercyclical compounder riding a multi decade infrastructure buildout.
Infineon (China idea): Power semiconductor leader with strong structural drivers (AI power and China auto) amidst a cyclical recovery.
Hubbell (resilience & reshoring idea): Pure play on US electrification demand driven by AI and grid investment cycle.
Iberdrola (resilience & reshoring idea): Best integrated utility in the world with a stellar track record and solid growth driven by networks and renewables
Nvidia (AI & data center idea): The backbone of the AI world is unstoppable.
Veolia (resilience & reshoring idea): Resource management giant (water, waste, energy) due for a rerating.
TJX (resilience idea): The retail giant that keeps winning.
DSM-Firmenich: The diversified ingredient powerhouse benefiting from a transformational deal.
Disclaimer: The information provided on this Substack is for general informational and educational purposes only, and should not be construed as investment advice. Nothing produced here should be considered a recommendation to buy or sell any particular security.