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DF Research

We have created this substack to share some of our investment research. It is mostly short biased for now, but that may change. Not investment advice. All posts are our opinions.

Newsletter · By Keith Dalrymple · Official site

Indexed issues, last 90 days
1
Latest publication
Aug 10, 2026
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Earliest in this view
Aug 10, 2026
The latest indexed work is over 30 days old. There may be a gap in what we hold.

Latest issues

  1. Issue · Aug 10, 2026

    WSC: Acquisitions Hide a Collapsing Core (opens the original)

    Excerpt · Critical tone

    Read excerpt

    <img alt="" class="sizing-normal" height="768" src="https://substackcdn.com/image/fetch/$s_!y19W!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ffa4a2f-b81a-4288-89c2-e10255f23f1b_1408x768.png"

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Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.

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