Outperforming the Market
SubstackArticles
8
Companies covered
7
Sectors
2
Countries
4
Research Articles
Netflix: Looking Into Bearish Arguments
Jul 29, 2026
Arm Deep Dive (Part 2)
Jul 24, 2026
Arm Deep Dive (Part 1)
Jul 17, 2026
The Case For Broadcom (Part 2)
Jul 10, 2026
CrowdStrike: Investor meetings takeaways
Jul 8, 2026