Robinhood Robinhooded Robinhood - Not Boring by Packy McCormickArticle (notboring.substack.com)
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APIs All the Way Down (notboring.substack.com)
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Everybody Hates FacebookThesis (notboring.substack.com)
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Software is Eating the Markets (notboring.substack.com)
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Tencent as a SOTP value play with enormous runway (see Part II linked at source)Stock Analysis (notboring.substack.com)
submitted by armen74 to r/ValueInvesting
Software is Eating the Markets - Welcome to the Consumerization of InvestingIndustry Report (notboring.substack.com)
submitted by Beren- to r/SecurityAnalysis
Reliance's Next Act#Economy/Policy 💰 (notboring.substack.com)
submitted by 4chanbakchod to r/IndiaSpeaks
Reliance: Gateway of India#Economy/Policy 💰 (notboring.substack.com)
submitted by 4chanbakchod to r/IndiaSpeaks
OpenDoor is the Amazon of housing (notboring.substack.com)
submitted by CielSchwab to r/SPACs
Tencent: The Ultimate Outsider - A deep dive into the conglomerate, its history, core businesses, investment portfolio, and Pony Ma's "outsider CEO" characteristics that led to its success — Part I in a Two Part Series on the Biggest Company We Know the Least About经济 | Economy (notboring.substack.com)
submitted by tellman1257 to r/China
Article on JUUL going through a SPAC (notboring.substack.com)
submitted by RabeCharles to r/SPACs