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investment thesis

Publications covering investment thesis

Goods Unite Us

Culture · English

84K subscribers

↑ 140% momentum

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Growing quickly

The Intellectual Edge

Business · English

28K subscribers

↑ 4% momentum

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Unlock AI Wisdom & Smart Investing with Stinger 🦂

AI agents

1,000,000+ readers subscribers

Momentum —

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Software Design: Tidy First?

Technology · English

126K subscribers

Momentum —

1 sponsor mention

1 recent sponsor mentions

Macro Notes

Business · English

60K subscribers

Momentum —

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The Market Memo

Business · English

36K subscribers

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The Money Memo

Business · English

36K subscribers

Momentum —

1 sponsor mention

1 recent sponsor mentions

How we made it in Africa

Business · English

30K subscribers

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Artemis Big Fundamentals

Technology · English

25K subscribers

Momentum —

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Medallion XLN’s Newsletter

Technology · English

24K subscribers

Momentum —

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20VC

Business · English

22K subscribers

Momentum —

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The Introvert Entrepreneur

Business · English

20K subscribers

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YukiHomes

Business · English

19K subscribers

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HealthVC

Business · English

17K subscribers

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The Money Compass

News · English

15K subscribers

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Miami Condo Investing Club™

Business · English

14K subscribers

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Kelly

Culture · English

12K subscribers

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GROUNDWORK

Business · English

12K subscribers

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the Jabbour Luxury Group

Business · English

12K subscribers

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What if Only?

Business · English

10K subscribers

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Alt Goes Mainstream

Technology · English

10K subscribers

Momentum —

7 sponsor mentions

Active advertiser interest

Africa Private Equity News

Business · English

9K subscribers

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The Contrarians

Business · English

8K subscribers

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4 sponsor mentions

4 recent sponsor mentions

The Land Letter

Business · English

7K subscribers

Momentum —

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Biz News+ | Jayant Mundhra

Business · English

6K subscribers

Momentum —

1 sponsor mention

1 recent sponsor mentions

INVESTATE's Substack

Business · English

5K subscribers

Momentum —

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The Compounding Tortoise

Business · English

3K subscribers

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The Raise Journal

Business · English

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Investment Ideas by Antonio

Business · English

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Hot Smart Rich

Business · English

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Related

Recent mentions

TIE LEGO Investing Market Performance Update - July 2026

The Introvert Entrepreneur · 58d

Learning Investing

What if Only? · 18d

3 Weeks To Go! Meet the AVCA Sustainable Investing in Africa Summit Speakers

Africa Private Equity News · 4d

Why I Believe Humanoid Robots Are the Most Promising Investment Thesis of the Next Decade

Macro Notes · 60d

The Best LEGO Sets to Invest in that Retire in December 2026 (v3.0)

The Introvert Entrepreneur · 11d

Greed Will Make You Broke (Yes, You)

The Market Memo · 80d

30 Corporates Investing in VC Funds as LPs

The Raise Journal · 9d

The $73 Billion Fiber Optics Thesis

Macro Notes · 61d

Analyst of the Month: Mario Stefanidis

Artemis Big Fundamentals · 4d

Leveraging custody-driven investment administration to enhance retirement fund reporting

Africa Private Equity News · 6d