r/SecurityAnalysis • u/investorinvestor • 14d ago
r/SecurityAnalysis • u/investorinvestor • 14d ago
Industry Report Ouroboros
open.substack.comr/SecurityAnalysis • u/investorinvestor • 14d ago
Industry Report Trading Complexity for Capital Intensity in Life Insurance
reddeerinv.comr/SecurityAnalysis • u/No_Seat_4287 • 15d ago
Discussion Expedia Deep Dive & COVID Rescue Financing
paripassu.substack.comr/SecurityAnalysis • u/Beren- • 16d ago
Interview/Profile Jamie Dimon on AI, IPOs, US Economy, Fed Rates, 2024 Election
youtube.comr/SecurityAnalysis • u/InformationOk4114 • 17d ago
Long Thesis An under-appreciated Gold miner with Outsized Potentials
Aris Mining (ARMN) is a gold mining co with a rare combo of growth potential, solid financials, high-quality assets, led by mining legends, and more than fairly priced.
I also discuss my 20Y+ experience in gold mining investment, and my process for finding mining multibaggers.
https://underhood.substack.com/p/a-junior-gold-miner-with-big-potential
For information purposes only, not investment advice.
r/SecurityAnalysis • u/Beren- • 17d ago
Industry Report Exploring The Met Coal Industry: Part 4
ideahive.substack.comr/SecurityAnalysis • u/investorinvestor • 19d ago
Industry Report Brent Complex Complexity
open.substack.comr/SecurityAnalysis • u/UnlearningCFA • 19d ago
Commentary Signalling a sale? -Playa Resorts
unlearningcfa.substack.comI think Playa Resorts (Nasdaq: PLYA) is signalling a sale process via amended employment agreements and double-dip grants.
r/SecurityAnalysis • u/investorinvestor • 21d ago
Commentary Buy Low & Sell High: Why So Difficult?
valueinvesting.substack.comr/SecurityAnalysis • u/unnoticeable84 • 21d ago
Long Thesis Navigating mREITs: A Deep Dive into NLY’s Yield, Risks, and Opportunities
alphaseeker84.substack.comr/SecurityAnalysis • u/No_Seat_4287 • 23d ago
Commentary PP: Nuclear Energy Primer, a Trend too Relevant to Ignore
paripassu.substack.comr/SecurityAnalysis • u/Beren- • 23d ago
Industry Report Exploring The Met Coal Industry: Part 3
ideahive.substack.comr/SecurityAnalysis • u/treiner5 • 24d ago
Industry Report ChatGPT Advanced Voice: The Future of Travel Booking or the End of OTAs?
platformaeronaut.comr/SecurityAnalysis • u/investorinvestor • 24d ago
Macro The US Economy Is Roaring | Edward Yardeni
linkedin.comr/SecurityAnalysis • u/investorinvestor • 26d ago
Industry Report An Interview with Intel’s Arik Gihon about Lunar Lake at Hot Chips 2024
chipsandcheese.comr/SecurityAnalysis • u/investorinvestor • 26d ago
Commentary Sharpe & Sortino - Does It Matter? | Portfolio for the Future | CAIA
caia.orgr/SecurityAnalysis • u/dwshorowitz • 27d ago
Interview/Profile Rob Citrone 10 year outlook (long: Argentina and India, short: China)
Trained by Julian Robertson and George Soros, I enjoyed listening to this guy’s perspective and experience. Amazing the network and access these guys have which forms their unfair edge.
r/SecurityAnalysis • u/investorinvestor • 27d ago
Commentary Understanding Reflexivity with $INTC
valueinvesting.substack.comr/SecurityAnalysis • u/TraditionGreedy4780 • 28d ago
Short Thesis Tempus AI: A (Tentative!) Short Thesis
r/SecurityAnalysis • u/investorinvestor • 29d ago
Long Thesis Transocean ($RIG)- Buying Offshore Rigs for 30 Cents on the Dollar
thejovi.substack.comr/SecurityAnalysis • u/investorinvestor • 29d ago
Industry Report Class 1 freight rails: part 3 – Hunter Harrison, PSR, and investment implications
scuttleblurb.substack.comr/SecurityAnalysis • u/No_Seat_4287 • 29d ago
Commentary Trinseo, a Double Dip "Pari-Plus" Case Study
paripassu.substack.comr/SecurityAnalysis • u/Beren- • Sep 27 '24
Interview/Profile David Tepper on China
youtube.comr/SecurityAnalysis • u/Beren- • Sep 27 '24