About Us!
Welcome to “The Retail Deep Dive” Newsletter and thank you for joining our investment community. Just a little about us before all else.
We are a team of independent analysts (brothers actually) based out of Singapore. We first started publishing investment articles on Seeking Alpha (SA) in 2021, covering public equities before shifting into market reports and outlooks. Since then, we have amassed 160K+ page views across all our articles and more than 750+ followers.
Although we are still active on SA (feel free to find us here!), this newsletter will now be our primary in-depth research service.
Who Is This Newsletter For?
This report is for retail investors who are sick of the shallow Youtube research videos and the superficial stock newsletters out there. If you are one of us, what are you waiting for?
What Will You Get?
1. One Company Deep Dive, Every Month
We will pick a company that we are curious about and pick its business model apart. We will study both the bull and bear thesis, form our own opinions, and then ascertain whether Mr Market is right about the company.
2. Other Coverage (Macro, Crypto, Musings)
From time to time, we may release brief articles on other topics such as macro, crypto, or general updates on our previous deep dives.
As a disclaimer, our newsletter isn’t one meant to recommend tickers for you to invest in. Rather, this newsletter’s purpose is a diary of sorts, meant for us to break down a company as best we can, and to pen down our thoughts so we can look back on them and learn from our mistakes.
As retail investors, we are highly aware that we do not know enough and may not have access to certain resources. As such, if you have expertise in a certain industry / covered a company that we have recently written about, feel free to contact us at pantherresearch.sa@gmail.com.
If you would like full access to our coverages for free, do consider subscribing to our newsletter!
Transparency
For transparency, we will disclose if we have an established position in the company we are analysing. These disclosures are made so that you, as a reader, may assess any inherent biases we may have. None of our reports, opinions or trading actions should be taken as "buy" or "sell" calls. Rather, they should be taken as additional information in your own due diligence process.
Our Contributors
Juleon
Welcome all, I’m Juleon, 22, and am currently pursuing a degree in business with a specialisation in finance. I lean buy-side and mainly cover the TMT and Consumers sectors, alongside initiating specific crypto coverage. My personal portfolio is split 75/25 equities and crypto respectively.
Joshua
Hey guys! I am Joshua! I am currently pursuing a degree in Computer Engineering and Business Administration. I started investing in 2020, and I have grown to love analysing the operations of companies that interest me. Over the past couple of years, I have made a lot of investment mistakes. Hence, I would like to document my journey through this newsletter so that subscribers can learn from my mistakes instead of committing them themselves. Here’s a little fun fact about me: If I could only invest in one company in the world, it would be Apple (AAPL). The reason is that I am so deep into their ecosystem, I don’t think I ever want to leave.
Find Us On Our Other Socials
Twitter: Click!
Seeking Alpha: Click!
Disclaimer: The information contained herein is for informational purposes only. Nothing in this newsletter should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, always do your own due diligence or consult a financial advisor. Investing includes risks, including the loss of principal. That being said, I hope you have found some value in my coverage. Thank you!