Equity Bits

Substacknewsletter · by Luke Wolgram

Equity Bits highlights global, competitively advantaged, asset-light businesses occupying emerging market-leading positions in growth industries – focusing on long ideas trading below 15x EV/EBIT, alongside the occasional unprofitable short opportunity.

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Audience
Not shown publicly
We show a dash rather than guess
Observed frequency
Monthly or less
From 1 post indexed in the last 90 days
Last post
Oct 21, 2026
17 days ago
Likely audience
Individual investors
Inferred from post content

Equity Bits is a Substack newsletter by Luke Wolgram covering Equity Research, Stock Analysis and Financial Reporting. NewsletterFIT indexed 1 post from it in the last 90 days, most recently on Oct 21, 2026.

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Compiled from public pages · refreshed Oct 27, 2026 · How NewsletterFIT collects and labels data