Actionable Investment Research for DIY Investors.

No Conflicts of Interest, No Commissions.

Join a growing community of self-directed investors. Trusted by readers from Morgan Stanley, Goldman Sachs, and thousands of independent investors across the world.

Free to your inbox every Sunday.

New to the Earnout Investor? Click to check out our articles by category here or read the most recent featured articles below.

---

Read Investment Cases

---

See Our Research

---

Check Out Our Portfolios

Join thousands of investors, with articles published 4x a week.

Featured Articles

Macro

/

Mar 27, 2026

Most Investors Don’t Understand That Escalation Isn’t Linear

Conflicts like this are always messier than we like to think.

Earnout Investor

Global Research

/

Mar 23, 2026

Round the World Update 3/16 - 3/22

Markets have run out of patience

Earnout Investor

Global Research

+1

/

Mar 11, 2026

The Strait of Hormuz Playbook

What History Says About Oil Shocks and Your Portfolio

Earnout Investor

Monthly Top Buys

+1

/

Mar 23, 2026

GARP Update!

Check out our most recent screener looking for companies growing at a reasonable price.

Earnout Investor

Macro

/

Feb 19, 2026

Seven Trades To Focus on Right Now

The consensus playbook is broken. Here are the themes serious investors need to understand

Earnout Investor

Sector Analysis

/

Feb 15, 2026

The HALO Investing Strategy

Software stocks are getting destroyed. Energy, industrials, and consumer staples are hitting new highs. There's a pattern here, and a framework that explains exactly what's happening. Meet HALO.

Earnout Investor

Macro

/

Feb 15, 2026

The Shrinking Company: Naval Ravikant's Wildest Prediction Is Coming True

Smaller groups of people working together in smaller, more agile business will dominate the future

Earnout Investor

Stock Analysis

/

Mar 25, 2026

The 'Amazon of Latin America' Label Sells MercadoLibre Badly Short

MELI is a buy at these levels

Earnout Investor

Sector Analysis

/

Feb 7, 2026

The SaaS Apocalypse?

The traditional SaaS business model is collapsing under AI agent pressure.

Earnout Investor

Get Smarter About Your Money Every Sunday

A newsletter for the long-term wealth builder.

Free weekly newsletter. Updates on the week in the markets and the biggest news and upcoming developments to watch.

Subscribe Free