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Springbok Finance

Thematic research and stock deep dives. Finding outliers in a sea of noise.

Newsletter · By Springbok Finance · Official site

Indexed issues, last 90 days
2
Latest publication
Jul 25, 2026
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Jul 11, 2026
The latest indexed work is over 30 days old. There may be a gap in what we hold.

Latest issues

  1. Issue · Jul 25, 2026

    The Weekly Stack - Issue #1 (19th July to 25th July) (opens the original)

    Excerpt · Neutral tone

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    Every Saturday, Springbok Finance will publish The Weekly Stack a short, sharp update on the most important developments across the AI infrastructure universe.No general commentary. No S&P 500 predictions. No Fed speculation.Each issue covers five stories. For every story - what happened, why it matters for the thesis, and what we are watching next. Reading time under five minutes.The Weekly Stack is not a news aggregator. Our job is to find the signal, connect it to the thesis, and get it to yo

  2. Issue · Jul 11, 2026

    Deep Dive: Trio-Tech International ($TRT) (opens the original)

    Excerpt

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    SPRINGBOK VERDICTRating: BUYCurrent Price: $10.38 | Price Target: $28.65 | Upside: 173%The Company That Outlasted EveryoneIn 1958, two engineers in Burbank, California started a company to test electronic components.Eisenhower was president. The integrated circuit had not been invented yet. Texas Instruments was still years away from the breakthroughs that would create the modern semiconductor industry.Trio-Tech got there first - not by building the chips, but by answering a question that every

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