Most of you know Agrippa Investments from the posts or few deep dives on X, where we cover our highest conviction stocks with depth, data, and clarity.
It started on X in 2023, highlighting the opportunity in HIMS when the stock was trading below $10. About a year later the focus shifted to IREN, a stock that has done incredibly well since then, going up over tenfold since that initial coverage.
Agrippa Investments was born out of a passion for finding mispriced hyper-growth companies with 100-bagger potential over a 10-year horizon. X is still part of the picture, but it lacks the tools and structure needed for a full-spectrum research hub. That’s why we built Agrippa Investments, 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 our in-depth work lives in the Deep Dives section, where we cover our 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 our 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: we 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.
We publish Radar Reports on an alternating basis: one goes out to all paid subscribers, the next is exclusive to Advanced (+) members, and so on.
Complementing these three primary categories is the Key Terms section, a curated index of definitions and explanations that are linked across our entire coverage posts.
Advanced (+) members also get access to the Resource Hub and the Q&A section. Inside the Resource Hub, we provide a range of supporting data and tools, from earnings call transcripts to proprietary financial modeling instruments. The Q&A section is where we respond to investor questions with thoughtful, in-depth answers once a month.
Agrippa Investments is where serious investors come for the research they can’t get anywhere else. A platform built to deliver real value to investors looking to get an edge. Step across when you're ready.
Content Policy
We don’t just allow sharing, we actively encourage it, especially if it brings more clarity to misunderstood companies. You’re welcome to share individual paragraphs, insights, or specific arguments through screenshots or Substack’s quote function, as long as it’s done in good faith and the original post is linked in the tweet or comment. You can share any of our graphics or charts freely.
The only exception is Advanced (+) Radar Reports, which are not to be shared in any form.
If you share our work on X, tag our profile (@Agrippa_Inv), mention “Agrippa Investments (Substack),” and include a direct link to our Substack, either in the post or the comments.
Disclaimer
Agrippa Investments provides content for informational and educational purposes only. It does not constitute investment, legal, tax, or accounting advice, and nothing herein should be construed as a solicitation, recommendation, or offer to buy or sell any security or strategy.
The authors may hold positions in, and may buy or sell without notice, any securities, derivatives, or other instruments referenced. All views are those of Agrippa Investments, expressed in good faith as of the date of publication and subject to change without notice.
Information is believed to be accurate but is provided on an “as is” basis, without representation or warranty of any kind, and errors or omissions may occur. Any forward-looking statements involve risks and uncertainties that may cause actual outcomes to differ materially. Past performance is not indicative of future results.
Readers should conduct their own research and consult a qualified, licensed adviser familiar with their circumstances before acting on any content. To the fullest extent permitted by law, Agrippa Investments and its authors disclaim all liability for any loss arising from reliance on this material.
