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Writing about money, tech, AI, science, physics, politics & the messy world we live in. Bitcoin included. Just trying to understand reality a bit better.
A must follow newsletter for investors looking to understand the how quickly and dramatically the world is evolving, incredibly detailed deep dives
Free equity research reports focused on deep value, mining, legal special situations, and arbitrage. Across our authors we publish differentiated market insights, write-ups, and observations. Our research is tailored to institutional & PA investors.
Deep focus on value, mining, legal special situations and arbitrage. A must read for serious investors.
Welcome to TSF.
• A 4x weekly swing trading publication
• A private Discord community of 350+ traders
• The Setup Factory Analytics Platform— a proprietary relative strength and thematic rotation platform
thesetupfactory.com
Great newsletter for momentum trade, idea generation and concise market updates
At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly
An absolute must follow for all investors to get invaluable insights straight from earning calls.
Hidden Market Gems is a problem-centric equity research lab. We start from a real bottleneck in the world, then find the under-followed company that solves it better than almost anyone, often before the market really cares.
A must follow for differentiated and high quality fundamental research with a focus on hidden gems (SMIDs that are under the radar).


















































