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Guardian Research

Independent multi-strategy equity research. 108% annualized return since inception.

Newsletter · By Guardian Research · English · Official site

Indexed issues, last 90 days
11
Latest publication
Sep 30, 2026
Audience
Checking…
Earliest in this view
Jul 18, 2026

Latest issues

  1. Issue · Sep 30, 2026

    Portfolio and performance update, September 2026 (opens the original)

    Excerpt

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    <img alt="" class="sizing-normal" height="991" src="https://substackcdn.com/image/fetch/$s_!mKUb!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7763a0df-92ea-4c2b-99bc-58309de01584_1290x…

  2. Issue · Sep 8, 2026

    10,000 AI agents just broke Navier–Stokes in 88 hours. Here is where the money is. (opens the original)

    Excerpt · Critical tone

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    <img alt="" class="sizing-normal" height="582" src="https://substackcdn.com/image/fetch/$s_!HMi0!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5aa26b80-fa7f-488a-a12c-fb251b3e14a2_1983x793.png"

  3. Issue · Sep 7, 2026

    Over 90% upside on a three-month delay (opens the original)

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!X6qz!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F55a21bb2-7007-4095-9f80-a50f797a264c_1456x819.web…

  4. Issue · Aug 26, 2026

    No Paywall: CDTi Advanced Materials: Two Supermajors and Twelve Months of Cash (opens the original)

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    <img alt="" class="sizing-normal" height="245" src="https://substackcdn.com/image/fetch/$s_!R7m9!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fea811d9d-7894-492e-949a-6d50121cdd49_599x245.jpeg"

  5. Issue · Aug 24, 2026

    Lottery Tickets, But the Math Works (opens the original)

    Excerpt

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    <img alt="" class="sizing-normal" height="559" src="https://substackcdn.com/image/fetch/$s_!mb5J!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc9d6a6d9-f16b-4a8b-94ef-38eefbdba408_1024x559.jpe…

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