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

Global Nicotine Consumption Platform ? Hypothesis Driven | Mutually Exclusive | Collectively Exhaustive

Jun 15 • 90s.pm.investing


United Health Group (UNG) - We Draw Tree

From Traditional Insurer P/E to Healthcare OS ? Hypothesis Driven | Mutually Exclusive | Collectively Exhaustive

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

Every report sounds airtight, yet you can't tell which one is right — here's why I built Draw Tree MCP

Jun 10 • 90s.pm.investing


Lumentum Holdings (LITE) - We Draw Tree

Connectivity Becomes the Bottleneck? Hypothesis Driven | Mutually Exclusive | Collectively Exhaustive

Jun 7 • 90s.pm.investing