P Equity Research
Subscribe
Sign in
Home
Notes
Chat
My First 100 Bagger
Terms and Conditions
About Me
The Invisible Bond: How MEC Holds the Semiconductor World Together
How one company holds a structural monopoly in the semiconductor chain.
9 hrs ago
•
P Equity Research
3
1
Latest
Top
Discussions
Portfolio Update - [June 8, 2026 - June 12, 2026]
How did my portfolio do this week? What is my plan?
Jun 12
•
P Equity Research
4
The Gas Turbine Supply Chain
Look into how gas turbines work, the challenges, the manufacturing process, and the supply chain involved.
Jun 12
•
P Equity Research
6
2
1
Built to Last: Inside the Niche Products Market Monopoly
Look into a company with a large market share in two different product markets, including a large photonics potential.
Jun 10
•
P Equity Research
4
Upcoming Events This Week - [June 8 - 12, 2026]
Here are your must watch events for the week.
Jun 7
•
P Equity Research
3
2
The ATGs in Credit Card Processing
Why am I a believer in these 3 credit card companies?
Jun 6
•
P Equity Research
2
Don't Ignore The Market Today
Today's market crash should not be ignored, and I have the reasons why.
Jun 5
•
P Equity Research
8
4
1
Portfolio Update - [June 1, 2026 - June 5, 2026]
How did my portfolio do this week? What is my plan?
Jun 5
•
P Equity Research
3
See all
P Equity Research
Researching equities, deep dives + financial modeling. Trying to find the next 100 bagger.
Subscribe
Recommendations
View all 11
Semicon Alpha
William Martin Keating
The Compound Comeback's Substack
The Compound Comeback
Flashpoint | Deacon Brantley
Flashpoint | Deacon Brantley
SEMIVISION @_@
SEMIVISION
Orange Grove Capital's Substack
Orange Grove Capital
P Equity Research
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
