Most of you know me from my deep dives on X, where I cover my highest conviction stocks with depth, data, and clarity.
I started posting on X in 2023 to highlight the opportunity in HIMS when the stock was trading below $10. About a year later, I shifted my focus to IREN β a stock that has done incredibly well since then, going up over tenfold since my initial coverage.
Iβve always had a passion for investing and for finding mispriced hyper-growth companies with 100-bagger potential over a 10-year horizon. While Iβll continue sharing work on X, it lacks the tools and structure I need to build a full-spectrum research hub. Thatβs why I created Agrippa Investments β a clean, user-friendly platform where every section serves a clear purpose.
The core of this website consists of 3 sections: Deep Dives, Analysis & Breakdowns, and Radar Reports.
Most of my in-depth work lives in the Deep Dives section β this is where I cover my highest-conviction holdings from every angle, from company-specific topics to broader industry and structural themes.
Just like Deep Dives, the Analysis & Breakdowns section focuses on my core positions, but it zooms in on specific events: earnings releases, major deals, capital raises, and other milestones that materially move the story.
The goal of the Radar Reports section is to surface the next potential multi-bagger. To qualify, a stock has to meet one simple rule: I need to believe it has a realistic shot at becoming a 10-bagger over a five-year horizon. These are typically under-covered, undervalued, and widely misunderstood small-cap names. Each Radar Report ends with a clear rating.
Each month, I publish one Radar Report for all subscribers and an additional Radar Report exclusively for Advanced (+) members.
Complementing these three primary categories is the Key Terms section β a curated index of definitions and explanations that I link across my entire coverage universe inside Deep Dives, Breakdowns, and Radar Reports.
Advanced (+) members also get access to the Resource Hub and the Q&A section.
Inside the Resource Hub, I provide a range of supporting data and tools β from earnings call transcripts to proprietary financial modelling instruments. The Q&A section is where I respond to investor questions with thoughtful, in-depth answers once a month.
Agrippa Investments is my personal sandbox β a platform weβve built to deliver real value to investors looking to get an edge.
Iβm sure youβll enjoy it!
Content Policy π
I encourage readers to reference my work on social media β especially if it helps bring more clarity to misunderstood companies. That said, a few ground rules:
You may share individual paragraphs, insights, or takeaways β but not full posts or long excerpts.
β€ Max: 5% of a post, never the full thing.Youβre welcome to screenshot and share any of my graphics or charts.
This policy applies to all my Substack content, except: Advanced (+) Radar Reports (no sharing of any kind allowed). β
If you share any of my content on X, you must:
Tag my X profile β @Agrippa_Inv β
Mention βAgrippa Investments (Substack)β in the post β
Include a direct link to my Substack β either in the main tweet or in the comments.
Disclaimer (NFA): Agrippa Investments is for informational and educational purposes only β not investment, legal, tax, or accounting advice. Nothing herein constitutes a solicitation, recommendation, or offer to buy or sell any security or strategy. The author may hold β and may buy or sell without notice β securities, derivatives, or other instruments referenced. All opinions are the authorβs, expressed in good faith as of publication, and subject to change without notice. Information is believed accurate but provided βas is,β without representations or warranties; errors or omissions may occur. Any forward-looking statements involve risks and uncertainties that may cause actual results to differ materially. Past performance is not indicative of future results. Do your own research (DYOR) and consult a qualified, licensed adviser who understands your circumstances before acting on this content. To the fullest extent permitted by law, the author and publication disclaim liability for any loss arising from reliance on this material.



