Mitchell’s Substack

Mitchell’s Substack

Home
Notes
Archive
About
CoreWeave ($CRWV): The Economics, Risks, and Reality of the AI Compute Boom
Before we get into this breakdown, I want to set the stage clearly.
 • Mitchell Martan
$ABVX: The Final Update?
When I wrote my August 13th piece, ABVX was at $69.89.
 • Mitchell Martan
$LMND Why I’m Still Bullish on Lemonade And Where I See It Going
Lemonade is one of those companies that, the more I listen to leadership, the harder it is to ignore what they’re building.
 • Mitchell Martan
UiPath Q3 Earnings Summary ($PATH)
Here’s the quarter in plain terms: UiPath put up a clean set of numbers.
 • Mitchell Martan
UiPath Earnings: 3 Scenarios And What I Expect To Happen
Heading into this earnings report, UiPath sits in an unusual position in my opinion: the company already raised guidance last quarter, and they did it…
 • Mitchell Martan
$FOUR 3 Different Scenarios & What Happens In Each
A lot of readers have told me they want a clear, simple, breakdown on how things could actually play out with each company.
 • Mitchell Martan
$PATH The AI Play WallStreet May Be Missing
UiPath is one of the cleanest asymmetric setups I’ve seen in software in a long time, and the strange part is how invisible it’s become.
 • Mitchell Martan
Mitchell’s Substack
Mitchell’s Substack
Clear, disciplined breakdowns of companies, management teams, and valuation so investors understand what actually drives the business.
Recommendations
User's avatar
Martin’s Newsletter
Martin Shkreli
Zoomer FIRE
Zoomer FIRE
Zoomer
Alts.co
Alts.co
Stefan von Imhof

Mitchell’s Substack

AboutArchiveRecommendationsSitemap
© 2026 Mitchell Martan · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture