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Today's letter · Nov 4
The Economy Is Stronger Than You ThoughtRead it
Why Behind the Markets
There are thousands of public companies in America. The financial media talks about the same few hundred. We research the ones it skips, the companies big funds consider too small to bother with.
30+ years
Dylan Jovine, Founder & CEO, has spent his career finding overlooked companies.
7 publications
From undervalued stocks to mergers, biotech and private companies.
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Dylan's Diary
November 4, 2026
Dear Reader,
What a great day it is to be alive. For the past couple of days we’ve talked about how the AI trade is changing. That’s the negative side of the picture. Today I want to give you the positive side, and why the economy looks so strong.
Dylan Jovine
Founder & CEO
★ Highlighted · Market News
Palantir and Apple dropped despite blowout earnings as Wall Street scrutinizes slowing bookings, shrinking margins, and Election Day market volatility.
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Discover Great Companies Trading at a Discount
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