Opening the Vault: 6 Premium Deep-Dives Now Unlocked š
Iāve decided to make a major strategic shift to focus 100% on growing this community. To celebrate, I am unlocking my deep-dive archives.
Hi everyone,
I have an important update to share with you today.
Since launching this Substack, my goal has been to provide high-quality, independent research on companies that often fly under the radar. However, Iāve realized that by keeping my most in-depth work behind a paywall, Iāve been limiting the very thing I value most: the growth of our community.
I want my research to be read, debated, and shared by thousands of investors, not just a few.
That is why Iāve decided to pivot: for at least the next 6 months, this newsletter is going 100% free.
The āWelcome Giftā: 6 Premium Analyses Unlocked
To kick things off, I have officially removed the paywall from 6 of my most detailed reports. If you missed these because they were for paid subscribers only, you can now access the full investment theses here:
Kinsale Capital ($KNSL): A masterclass in specialized insurance and high-growth compounding.
Burford Capital ($BUR): Decoding the worldās leader in litigation finance a complex but fascinating play.
Brookfield ($BN): Everything you need to know about the king of alternative asset management.
Verisk ($VRSK): Exploring the massive data moat protecting the global insurance industry.
Lumine Group ($LMN): A vertical market software ācompounderā with a unique acquisition model.
Propel Holdings ($PRL): How this fintech is disrupting the lending space with AI.
What this means for you
Total Access: From now on, you will receive every single deep-dive and market update directly in your inbox, with no restrictions.
Pure Research: I am not a financial advisor. My mission remains the same: to provide the data and analysis you need to make your own informed decisions.
The Goal: Iām aiming to grow this base to 5,000 subscribers. If you find value in my work, the best way to support this project is to share it with a friend or colleague.
Iām excited to start this new chapter with all 520 of you. Stay tuned the next analysis is already in the works.
Happy reading,