90s.pm.investing [EN] | Substack
90s.pm.investing [EN]
Science over authority. Frameworks over gut feel. Belief that when thousands of independent thinkers each build their own trees, stress-test their own hypotheses, and share what they find, we deliver Community-Driven Alpha
Launched 4 months ago
90s.pm.investing [EN]
Physical AI Investment Landscape
One Map to Decode the $3.8B to $24T TAM Valuation Logic Across Different Institutions
Jun 20 • 90s.pm.investing
Philip Morris International (PM) - We Draw Tree
Jun 15 • 90s.pm.investing
United Health Group (UNG) - We Draw Tree
Jun 13 • 90s.pm.investing
From Scattered Notes to a Live Hypothesis Tree
Your 24/7 Investing Hypothesis Scout is LIVE now. (58+ Tree Now, +1 ~ Daily)
Jun 12 • 90s.pm.investing
Medtronic plc (MDT) - We Draw Tree
Value Creation from Spin Off? Hypothesis Driven | Mutually Exclusive | Collectively Exhaustive
Jun 12 • 90s.pm.investing
Uber Technologies (UBER) - We Draw Tree
AV is the next story ? Hypothesis Driven | Mutually Exclusive | Collectively Exhaustive
Jun 10 • 90s.pm.investing
The Dark Ages of Investment Research
Jun 10 • 90s.pm.investing
Lumentum Holdings (LITE) - We Draw Tree
Jun 7 • 90s.pm.investing