Add to your lists

Recommended Content

Picture of Net Interest

Cash is King

April 25, 2025, 5:17 p.m.

Some Paywall
Picture of Sharp Tech with Ben Thompson

Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question

April 24, 2025, 8:41 p.m.

Paywall
Picture of Khaveen Investments

Microsoft: OpenAI Stake Valued At $147 Bln

April 23, 2025, 2:40 p.m.

Paywall
Picture of Apricitas Economics

The Clues to Trump's Future Tariffs

April 23, 2025, 12:19 p.m.

No Paywall
Picture of Fabricated Knowledge

Where is the Tariff Pull Forward?

April 22, 2025, 1:29 p.m.

Some Paywall
FinBrowser logo

How would you rate this source in terms of content quality?
Source Picture

Drawing Capital Research

Picture of Drawing Capital Research

Tags

Investment Fund

Similiar Sources

Picture of Andvari Associates
Andvari Associates
Tech - Analysis 9.0
Picture of ARK Invest
ARK Invest
Tech - Analysis 8.5
Picture of Consume Your Own Tech Investing
Consume Your Own Tech Investing
Tech - Analysis 8.0
Picture of Exponential View by Azeem Azhar
Exponential View by Azeem Azhar
Tech - Analysis 9.0
Picture of GoldenLake’s Deep Dives
GoldenLake’s Deep Dives
Tech - Analysis 8.0
Picture of Implied Expectations
Implied Expectations
Tech - Analysis 8.0
Picture of Multibagger Nuggets
Multibagger Nuggets
Tech - Analysis 9.3
Picture of The Diff
The Diff
Tech - Analysis 9.0
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Tech - Analysis 9.7
Picture of UncoverAlpha
UncoverAlpha
Tech - Analysis 9.5

Summary

Sector Tech
Content Type Analysis
Website Substack
Paywall Yes

Ratings

Average Rating 9.0
Ratings 2
Your Rating Rate
Ranking 75

Content

Picture of Drawing Capital Research

Power Laws & Winning Traits [Premium Subscribers]

May 30, 2025, 2:01 p.m.

Paywall
Picture of Drawing Capital Research

Compounding is Stacking [Premium Subscribers]

May 23, 2025, 2 p.m.

Paywall
Picture of Drawing Capital Research

Stock Composition and Seeking Change [Premium Subscribers]

May 16, 2025, 2:02 p.m.

Paywall
Picture of Drawing Capital Research

Maintaining Rates Steady: Updates from the May 2025 FOMC Meeting [Premium Subscribers]

May 12, 2025, 12:15 a.m.

Paywall
Picture of Drawing Capital Research

Gold & Currency Correlation [Premium Subscribers]

April 25, 2025, 2:02 p.m.

Paywall
Picture of Drawing Capital Research

Revenue Mix Matters [Premium Subscribers]

April 18, 2025, 2:02 p.m.

Paywall
Picture of Drawing Capital Research

Concentration, Selection, and Sizing [Premium Subscribers]

April 11, 2025, 2:02 p.m.

Paywall
Picture of Drawing Capital Research

The S&P 500 Premium: Large Companies Perform [Premium Subscribers]

April 3, 2025, 2:03 p.m.

Paywall
Picture of Drawing Capital Research

Tariff Diplomacy [Premium Subscribers]

March 27, 2025, 2:03 p.m.

Paywall
Picture of Drawing Capital Research

Interest Rate Update after FOMC Meeting [Premium Subscribers]

March 20, 2025, 3:14 p.m.

Paywall
Picture of Drawing Capital Research

Capex, Capital Intensity, and Cash Flow [Premium Subscribers]

March 14, 2025, 2:01 p.m.

Paywall
Picture of Drawing Capital Research

The Value Index Paradox and Value Investing [Premium Subscribers]

March 7, 2025, 3:01 p.m.

Paywall
Picture of Drawing Capital Research

Surprise! Change Creates Opportunity [Premium Subscribers]

Feb. 28, 2025, 3:01 p.m.

Paywall
Picture of Drawing Capital Research

Sustainability: Investing in a Desired Future [Premium Subscribers]

Feb. 21, 2025, 3:01 p.m.

Paywall
Picture of Drawing Capital Research

S&P 500 Index: A History of Monthly & Annual Returns [Premium Subscribers]

Feb. 7, 2025, 3:01 p.m.

Paywall
Picture of Drawing Capital Research

Value Investing is Contrarian Investing [Premium Subscribers]

Jan. 31, 2025, 3 p.m.

Paywall
Picture of Drawing Capital Research

Sequence of Returns [Premium Subscribers]

Jan. 24, 2025, 3:01 p.m.

Paywall
Picture of Drawing Capital Research

Intro to Data Observability and Datadog’s Strategic Position

Jan. 17, 2025, 3:02 p.m.

Paywall
Picture of Drawing Capital Research

Probability of Outcomes & Re-Thinking Risk-Reward Relationships [Premium Subscribers]

Jan. 10, 2025, 3:02 p.m.

Paywall
Picture of Drawing Capital Research

The Prize and the Price [Premium Subscribers]

Jan. 3, 2025, 3 p.m.

Paywall
Picture of Drawing Capital Research

Expectancy, Indexing, and Delayed Gratification [Premium Subscribers]

Dec. 23, 2024, 3:02 p.m.

Paywall
Picture of Drawing Capital Research

Cash Optionality vs. Cash Drag [Premium Subscribers]

Dec. 20, 2024, 3 p.m.

Paywall
Picture of Drawing Capital Research

Speed Adds Value [Premium Subscribers]

Dec. 13, 2024, 3:01 p.m.

Paywall
Picture of Drawing Capital Research

Post-Election Reaction: Stocks Up, Vol Down [Premium Subscribers]

Nov. 24, 2024, 3 p.m.

Paywall
Picture of Drawing Capital Research

Cash Flow Generation & Managing Dilution [Premium Subscribers]

Nov. 15, 2024, 3 p.m.

Paywall