Substack

Capitalist Letters

Everything we have picked from this writer, newest first.

Meta’s 2022 selloff bottomed near $90 after Apple privacy changes and metaverse spending.

Capitalist Letters Aug 23

Uber trades at 16x 2027 earnings after robotaxi disruption fears drove shares 25% below their highs, despite 16% trailing growth.

Capitalist Letters Aug 9

Meta and Microsoft are framed as mega-cap opportunities based on business quality and valuation.

Capitalist Letters Jul 12

Microsoft is framed as an undervalued, durable business whose competitive position is unlikely to be disrupted.

Capitalist Letters Jul 5

DoorDash is framed as an undervalued giant with potential to double.

Capitalist Letters May 17