Jonah’s Deep Dives on Small/Mid Caps
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My recent large cap deep dives: Unity, Palantir, Expedia, Spotify
Two months ago I launched a Substack newsletter dedicated to large cap deep dives… last night I sent out part 2 of my Unity (U) deep dive. All of these…
4 hr ago
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Jonah Lupton
Part 2: Deep dive writeup on Target Hospitality ($TH)
In order to read this entire deep dive on Target Hospitality (TH) you’ll need to become a paid subscriber by clicking the button below. If you’re…
Jun 4
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Jonah Lupton
Part 1: Deep dive on Target Hospitality ($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…
Jun 1
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Jonah Lupton
May 2023
Part 2: Deep dive writeup on Remitly ($RELY)
In order to read this entire deep dive writeup on Remitly (RELY) you’ll need to become a paid subscriber by clicking the button below. If you’re already…
May 18
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Jonah Lupton
Part 1: Deep dive writeup on Remitly ($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…
May 14
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Jonah Lupton
Part 2: Deep dive writeup on Definitive Healthcare ($DH)
In order to read this entire deep dive writeup on Definitive Healthcare (DH) you’ll need to become a paid subscriber by clicking the button below. If…
May 3
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Jonah Lupton
Part 1: Deep dive writeup on Definitive Healthcare ($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…
May 1
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Jonah Lupton
April 2023
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 $10B market cap) while keeping my original Substack focused…
Apr 22
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Jonah Lupton
Part 2: Deep dive writeup on Confluent ($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…
Apr 22
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Jonah Lupton
Part 1: Deep dive writeup on Confluent ($CFLT)
In order to read this deep dive writeup on CFLT (Confluent) you’ll need to become a paid subscriber by clicking the button below. If you’re already a…
Apr 18
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Jonah Lupton
Launching a new Substack focused on large cap companies
Hi everyone, hope you had a nice weekend. I have a relatively important announcement regarding my Substack newsletter. After speaking with a couple…
Apr 17
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Jonah Lupton
Part 2: Deep dive writeup on Fluence Energy ($FLNC)
In order to read my deep dive writeups you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber then I…
Apr 12
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Jonah Lupton
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