Jonah’s Deep Dives on Small/Mid Caps

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Part 1: Deep dive on Target Hospitality ($TH)
In order to read this entire deep dive writeup on Remitly (RELY) you’ll need to become a paid subscriber by clicking the button below. If you’re already…
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Jonah Lupton
Part 2: Deep dive writeup on Remitly ($RELY)
In order to read this entire deep dive writeup on Remitly (RELY) you’ll need to become a paid subscriber by clicking the button below. If you’re already…
 • 
Jonah Lupton
Part 1: Deep dive writeup on Remitly ($RELY)
In order to read this entire deep dive writeup on Remitly (RELY) you’ll need to become a paid subscriber by clicking the button below. If you’re already…
 • 
Jonah Lupton
Part 2: Deep dive writeup on Definitive Healthcare ($DH)
In order to read this entire deep dive writeup on Definitive Healthcare (DH) you’ll need to become a paid subscriber by clicking the button below. If…
 • 
Jonah Lupton
Part 1: Deep dive writeup on Definitive Healthcare ($DH)
In order to read this entire deep dive writeup on Definitive Healthcare (DH) you’ll need to become a paid subscriber by clicking the button below. If…
 • 
Jonah Lupton
First "large cap" deep dive writeup for my new Substack
As I mentioned a week ago, I started a new Substack focused exclusively on large caps (above $10B market cap) while keeping my original Substack focused…
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Jonah Lupton
Part 2: Deep dive writeup on Confluent ($CFLT)
In order to read this deep dive writeup on CFLT (Confluent) you’ll need to become a paid subscriber by clicking the button below. If you’re already a…
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Jonah Lupton
Jonah’s Deep Dives on Small/Mid Caps
Jonah’s Deep Dives on Small/Mid Caps
We send out 3-4 deep dive writeups per month (6,000+ words each) on small caps and mid caps which are companies with a market capitalization below $10 billion.
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Jonah’s Deep Dives on Small/Mid Caps

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