YWR: Your Weekend Reading | Erik | Substack

YWR: Dirty Dividend stock thoughts

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YWR Intelligence

AI Driven Investment Reports

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Reminiscences of a Shrub Operator

Le Shrub

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Samantha LaDuc

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Recent posts

YWR: PEVC Q2 2026 Deal Tracker

We review 2,700 PE/VC investment rounds to see where private markets are (and aren't) allocated their capital in Q2.

Aug 4 • Erik

YWR GP: Chinese Family Office Notes

Bullet points from meeting with a family office in Shanghai.

Aug 2 • Erik

YWR: The Secret Hedgehog

A leading US natural gas producer is quietly becoming great.

Jul 31 • Erik

YWR: Global Factor Model

There are two big trends in the market. And investors are afraid to own them.

Jul 28 • Erik

YWR: A Netflix style 10x idea

Would you like to buy the next Netflix? Like Netflix in 2004.

Jul 25 • Erik

YWR: Killer Charts

Our monthly chart pack to check market diagnostics and whether to stay bullish.

Jul 21 • Erik

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