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Philipp Haas publishes stock research across the US, Europe, and Asia, including company deep dives, valuation updates, and overlooked international names.

https://investresearch.substack.com/

Mentions40
Posts34
Latest post20 Oct 2026
Qfin Holdings, Inc.Qifu Technologies $QFIN: A Story of Numbers That Refuse to Make Sense-20 Oct 2026
LendingTree, Inc.LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns-19 Oct 2026
GA technologies Co., Ltd.GA Technologies (TSE: 3491): Japan's Digital Real Estate Machine below 10x Earnings-17 Oct 2026
Tuya Inc.Tuya: A Global Smart-Home Platform Priced Like a Cash Box-16 Oct 2026
Facephi Biometria, S.A.Facephi: The Spanish Gatekeeper of Digital Identity – A €64 Million Bet on Trust in the Age of AI Fraud $FACE-15 Oct 2026
FRoSTA AktiengesellschaftFRoSTA ($NLM.DE): How a Fish-Stick Maker from Bremerhaven Became Germany’s Clean-Label Champion-14 Oct 2026
CarGurus, Inc.CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car-13 Oct 2026
Global-E Online Ltd.Global-e: The Invisible Engine Behind the Brands You Buy From Directly Online! $GLBE-12 Oct 2026
Hippo Holdings Inc.Hippo Holdings ($HIPO): The Insurtech That Stopped Chasing Hype and Started Making Money-10 Oct 2026
Alphabet Inc.Alphabet: The Search Engine Everyone Wrote Off Is Now Building the AI Economy and takes the lead in LLM´s again?-9 Oct 2026
MercadoLibre, Inc.Brazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI-5 Oct 2026
DLocal LimitedBrazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI-5 Oct 2026
PagSeguro Digital Ltd.Brazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI-5 Oct 2026
StoneCo Ltd.Brazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI-5 Oct 2026
PicS N.V.Brazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI-5 Oct 2026
Inter & Co, Inc.Brazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI-5 Oct 2026
Nu Holdings Ltd.Brazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI-5 Oct 2026
National Atomic Company Kazatomprom JSCKazatomprom: The Low-Cost King of Uranium Nobody in Germany Wants to Own-29 Sept 2026
VersaBankVersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete-26 Sept 2026
Eckert & Ziegler SEEckert & Ziegler: The Pick-and-Shovel Supplier of the Radiopharma Boom – Finally at a Fair Price-25 Sept 2026
2G Energy AG2G Energy: How a Quiet Heat-and-Power Mittelständler From Münsterland Became an AI Infrastructure Play-22 Sept 2026
Photosynth inc.Photosynth: The Japanese Key Keeper That Nobody Is Watching-21 Sept 2026
Figure Technology Solutions, Inc.Figure Technology (FIGR): The "Hypoport of America" Growing 100% With 55% EBITDA Margins – and Priced Like the Story Is Broken-17 Sept 2026
Deutsche Rohstoff AGDeutsche Rohstoff AG: The German Small Cap That Pumps American Oil $DR0.DE-14 Sept 2026
SofWave Medical Ltd.Sofwave Medical: Lifting Skin While the Beauty Sector Sags-11 Sept 2026
On Holding AGOn Holding $ONON: I Bought the Shoes First, Then the Stock-7 Sept 2026
SK hynix Inc.SK Hynix: The Cheapest AI Stock in the World Is Also one of the riskiest ones!-4 Sept 2026
DIGITAL GRID CorporationDigital Grid (TSE: 350A) – The Stock Exchange for Electrons That Nobody in Europe Has Heard Of-3 Sept 2026
Amazon.com, Inc.Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model-2 Sept 2026
Cyber Security Cloud, Inc.Cyber Security Cloud (TSE: 4493) — The Quiet Japanese Gatekeeper of the Cloud-1 Sept 2026
Macompta.frMacompta.fr: The €16 Million French Software Company Nobody Is Looking At-1 Sept 2026
Newborn Town Inc.Newborn Town: A Single-Digit P/E for a Business Growing 37%-31 Aug 2026
Ai Robotics Inc.Ai Robotics (TSE: 247A) — The Cheapest Doubler in Japan Is Not a Robot Company-10 Aug 2026
Noah Holdings LimitedNoah Holdings ($NOAH): A Chinese Wealth Manager Trading at Its Cash Pile-8 Aug 2026
CareCloud, Inc.CareCloud (CCLD): The Boring Billing Company That Quietly Became an AI-and-M&A Compounder-6 Aug 2026
SoFi Technologies, Inc.SoFi Technologies (NASDAQ: SOFI): Building the Bank of the Future — and the Market Just Handed Us the Entry-31 Jul 2026
Vitec Software Group AB (publ)Vitec Software: The Nordic Compounder Everyone Loved — Now on Sale-30 Jul 2026
PRONI, Inc.PRONI Inc. (TSE Growth: 479A) — The Japanese SaaS-Matchmaker the Market Priced for Death-29 Jul 2026
Zhejiang Leapmotor Technology Co., Ltd.Leapmotor (HKEX: 9863) — The Cheapest EV Stock Nobody Talks About?-28 Jul 2026
Caris Life Sciences, Inc.Caris Life Sciences: The Quiet Founder Trying to Win the Holy Grail of Oncology-27 Jul 2026