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Stock Theses & Reports 16 reports
Stock
Magnificent 7 Report
Deep dive into all seven mega-cap tech stocks — valuation, AI exposure, and concentration risk.
US EquitiesMega-cap
Stock
SoFi — Follower Report
Accessible primer on SoFi Technologies for new investors. Business model, risks, and what to watch.
FintechSOFI
Stock
SoFi — Synthesis Report
Full investment thesis for SOFI. Unit economics, bank charter analysis, valuation model, and bear case.
FintechFull thesis
Stock
Reddit (RDDT) — Brief
Quick-read brief on Reddit's business model, data licensing upside, and key risk factors.
Social mediaRDDT
Stock
RDDT Investment Framework
Full thesis framework for Reddit — four scenarios, monetisation timeline, and intrinsic value range.
Social mediaFull framework
Malaysia
Petronas Chemicals — Thesis
PCHEM investment thesis: feedstock advantage, dividend sustainability, and downstream expansion optionality.
PetrochemicalsBursa
Stock
Empire Sushi — Short Thesis
A structured short thesis on Empire Sushi. Margin compression, unit economics deterioration, and valuation premium.
F&BShort thesis
Stock
Software Sector Thesis
Why software remains the best risk-adjusted sector in public markets. AI tailwinds, pricing power, margin expansion.
TechnologySector thesis
Stock
Portfolio Construction Thesis
How to build a concentrated portfolio with asymmetric bets. Position sizing, correlation, and rebalancing rules.
PortfolioFramework
Stock
CrowdStrike — Rotation Guide
When to rotate into CRWD and when to trim. Sentiment cycle, valuation bands, and entry/exit signals.
CybersecurityCRWD
Stock
Berkshire Hathaway — v3
Third iteration of the Berkshire deep dive. Post-Buffett succession, cash deployment, and fair value estimate.
ConglomerateBRK
Stock
Equity Terminal
A live equity research terminal-style layout. Screener, fundamentals, and thesis notes in one interface.
Tool / ReportInteractive
Stock
Investment — Triple Checked
A checklist-driven process for stress-testing any investment before committing capital. Three rounds of questioning.
ProcessFramework
Stock
Dividend Report v2
Dividend investing revisited — yield vs. growth tradeoff, payout sustainability screening, and portfolio construction.
DividendsIncome investing
Stock
US Dividend Stocks Table v2
Screened table of 40+ US dividend stocks — yield, payout ratio, 5-year CAGR, and quality score.
US EquitiesReference table
Stock
ETF Breakdown
Anatomy of the most-held ETFs — what's inside, concentration risk, fee drag, and when to use each.
ETFReference
Macro / Market Analysis 14 reports
Macro
Macro Intelligence Hub
Central hub for macro research — rates, inflation, DXY, and global cross-asset signals in one read.
Global macroDashboard
Macro
Macro Intelligence — AI Layer
How AI is changing macro signal generation. New data sources, nowcasting, and what it means for investors.
AIMacro
Macro
Fear Market Playbook
What to do when VIX spikes and everything sells off. A step-by-step decision framework for high-fear environments.
VolatilityPlaybook
Macro
Cash Allocation in Bear Markets
The case for holding meaningful cash and when to deploy it. Historical bear market patterns and optimal entry windows.
Bear marketAllocation
Macro
Recovery Analysis
Post-correction recovery playbook. Which sectors lead, how long recoveries take, and how to position early.
RecoveryHistorical
Macro
Market Brief — 26 Apr 2026
Weekly market brief covering equity, rates, and cross-asset moves. Actionable positioning notes for the week ahead.
Weekly briefApr 2026
Macro
Weekly Outlook — March 23
Synthesised macro outlook for the week of March 23. Rate path, equity regime, and key event risks.
Weekly briefMar 2026
Geopolitics
Iran Conflict — Market Analysis
The market is pricing this like 2003. The setup looks like 1973. A 4,200-word walk through four scenarios.
GeopoliticsOil
Geopolitics
Iran–Bursa Playbook
How escalation in the Strait of Hormuz flows through to Malaysian equities. Sector-by-sector impact and positions.
MalaysiaGeopolitics
Geopolitics
Iran Thesis Framework
Structured framework for thinking through Middle East conflict scenarios and their second-order market effects.
FrameworkGeopolitics
Macro
Halal Pharma — $200B Framework
The investment thesis for halal pharmaceuticals as a $200B market opportunity. Demand drivers and key players.
SectorHalal economy
Macro
Warsh Deep Network Framework
Kevin Warsh's monetary policy framework unpacked. What a Warsh Fed means for rates, dollar, and risk assets.
Fed policyFramework
Macro
Asymmetric Investment Framework
Finding bets where the upside is multiple times the downside. How to structure, size, and exit asymmetric positions.
FrameworkRisk/reward
Macro
Wealth Asymmetry Toolkit
Practical toolkit for building asymmetric wealth — barbell strategy, tail hedging, and concentration discipline.
WealthToolkit
InsightInvest / Platform 19 reports
Platform
InsightInvest — The Offer
What you get as a member. Full breakdown of reports, tools, curriculum, and community access.
MembershipOverview
Platform
1-on-1 Sessions
Book a direct session — portfolio review, thesis pressure test, or open conversation. How it works.
Advisory1-on-1
Platform
InsightInvest Theme Guide
Design system and brand guide for InsightInvest. Typography, colours, and component reference.
DesignReference
Platform
InsightInvest AI Layer
How AI is embedded across the platform — report generation, tool intelligence, and member personalisation.
AIPlatform
Platform
Investing for Children
How Malaysian parents can build a portfolio for their children. Accounts, instruments, and long-horizon strategy.
FamilyLong-term
Platform
InsightInvest Dashboard
Member dashboard — portfolio tracker, tool access, curriculum progress, and upcoming reports in one view.
MembersDashboard
Platform
Intelligence Framework
The research methodology behind InsightInvest — how reports are structured, sourced, and stress-tested.
MethodologyFramework
Platform
Parent's Guide to Investing v2
Structured guide for parents starting their investment journey. First principles, account setup, and first allocations.
BeginnersGuide
Platform
Signup — Immersive Flow
The full-screen onboarding experience. Investor profile, goals, and risk tolerance in five steps.
OnboardingUX
Tool
Intrinsic Value Calculator
Two-stage DCF model with scenario toggles, confidence scoring, and portfolio export. Members only.
ToolMembers
Platform
Member Profile
Your investor profile — risk tolerance, goals, curriculum progress, and saved tool scenarios.
ProfileMembers
Tool
Portfolio Scorecard
Score every position across conviction, clarity, valuation, and risk. Surfaces what's dragging the portfolio.
ToolMembers
Tool
Second-Level Thinking Tool
The Howard Marks framework as a six-step interactive worksheet. Free to use.
ToolFree
Platform
Investor Profile
Take the 5-minute profile quiz and get a personalised reading list and tool recommendation.
OnboardingQuiz
Platform
Questionnaire
The full InsightInvest onboarding questionnaire — goals, experience, time horizon, and risk tolerance.
OnboardingAssessment
Platform
Private Advisory
The private advisory tier — ongoing engagement, custom research, and portfolio consultation.
AdvisoryPremium
Platform
Parents — v2
Updated guide for parents. Teaching children about money, building their first portfolio, and long-horizon compounding.
FamilyGuide
Platform
Children's ETF Portfolio Guide
Choosing ETFs for a child's long-term portfolio. Low cost, diversification, and auto-reinvestment setup.
FamilyETF
Platform
Warsh Regime — Complete Mindmap
Visual mindmap of the Warsh monetary regime — policy levers, asset class impacts, and positioning matrix.
MindmapFed

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