Sleepysol’s Newsletter

Periodic thoughts on all things financial markets

Examining global market flows

Blending single stock, macro and thematic research into powerful bull and bear cases.

Stock ideas brewed monthly

Disciplined value investing. A systematic approach to finding high-quality companies, valuing the equity and acquiring shares at a discount.

My personal Substack

Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data. Written by a 17-year Tech Hedge Fund Veteran.