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Dylan Jovine has spent 30+ years finding companies Wall Street overlooks. Get his letter free every morning.
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Today's letter · Oct 21
Why Tesla’s Optimus Has Hit a SnagRead 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
October 21, 2026
Dear Reader,
A lot of the best ideas I’ve had in my career came from reading annual reports and quarterly reports. Specifically, from looking at where big companies are directing their capital spending.
Dylan Jovine
Founder & CEO
★ Highlighted · Market News
Lam Research (LRCX) reports Q3 earnings amid AI demand, rising WFE forecasts, and China memory risks. Read Wall Street expectations, price drivers, and risks.
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