ROAD: The Roll-Up Nobody is Talking About
ROAD: The Roll-Up Nobody is Talking About
This company is quietly buying its way to better economics.
CAVA: Earnings Analysis
CAVA: Earnings Analysis
Let's see how one of our portfolio holdings has done in our mid-caps thesis.
Smart Money Isn't Hedging, They're Selling
Smart Money Isn't Hedging, They're Selling
This is the most dangerous chart in the entire market right now.
A New Week 08/09
A New Week 08/09
Let's go over a check on markets, and what should be on your radar for this week.
Crypto
Hey Gabriel, are there any plans for the future to include crypto in your daily newsletter?
Where Earnings Growth is About to Accelerate
Where Earnings Growth is About to Accelerate
PMIs just revealed where EPS upgrades may come next.
Trade Alert: New AI Positions & Taking Profits
Trade Alert: New AI Positions & Taking Profits
Here's the latest from our trading desk
Uber Earnings: Our Thesis Compounded
Uber Earnings: Our Thesis Compounded
Just as much upside as day one.
Opinion on USAR
Hi, I bought some USAR shares few days ago ahead of the earning reports at about $14. The stock has pumped quite a bit since and I was wondering if it might be a good idea to take the profits or better to hold for the earning reports to come out? Also what is your view on the company? 😃
The Smartest Way to Play the AI Rebound
The Smartest Way to Play the AI Rebound
Markets are plunging into AI again, here's the smart way to do it.
The S&P and the Economy Became the Same Bet
The S&P and the Economy Became the Same Bet
GDP sent a major warning last week, and it changes everything.
Offside Portfolio: Monthly Review
Offside Portfolio: Monthly Review
Let's cover what our portfolio has done right, and where our thesis on future positions stands.
A New Week 08/02
A New Week 08/02
Let's go over a check on markets, and what should be on your radar for this week.
Amazon: Earnings Analysis
Amazon: Earnings Analysis
Strong overall, but there's one massive issue with aggressive accounting practices.
Join Offside Research Chat Room Community
This is where members come to discuss ideas, companies, and thematic events happening in markets around the world. Connect with other like-minded business owners, investors, and entrepreneurs alike!
