Groundbreaker

Substack by Groundbreaker · launched Mar 26, 2026

Groundbreaking Ideas - Real Assets in Public and Private Markets - Thematic, Micro-Cap, and Hidden Asset Investing. Previously Equity Research at Bank of America & Wharton Alum. Featured in the FT, Jefferies' Greed & Fear, and more.

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Followers

14K

Recommends

0

other newsletters

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 13 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Best rank seen

#416

on Sep 18, 2026

Followers added

+786

since tracking began

Reactions per post

340

average, recent posts

Reactions tracked

4.1K

across 12 posts

Tickers covered

4

in tracked posts

Most-reacted post we have seen: The Second Derivative: Why No One Understands the AI Boom — 2.6K reactions on Jul 2, 2026.

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Recent posts

• The Teaser Period: Why the AI Boom Is Hitting a Reset Wall

  Aug 20, 2026573 reactions0 comments142 restacks

• The Second Derivative: Why No One Understands the AI Boom

  Jul 2, 20262637 reactions202 comments474 restacks

• Peak Cheap: The AI Boom Isn't 2000, It's 2008

  Jun 7, 2026393 reactions42 comments78 restacks

• Aztec Land and Cattle (AZLCZ): The Land Compounder No One Owns

  Jun 4, 202629 reactions8 comments7 restacks

• Limoneira (LMNR): Priced Like a Lemon

  Jun 2, 202629 reactions4 comments3 restacks

  LMNR

• J.G. Boswell (BWEL): A Generational Water Asset, Priced Like a Farm

  May 29, 202659 reactions15 comments9 restacks

• Hard Asset Reckoning: The End of the Asset-Light Era

  May 28, 2026116 reactions5 comments28 restacks

• Pure Cycle (PCYO): The Market Is Paying You to Take the Water

  May 26, 202624 reactions4 comments2 restacks

  PCYO

• Alico, Inc. (ALCO): The Juice Is Worth the Squeeze

  May 22, 20267 reactions1 comments1 restacks

  ALCO

• Water Rights: The Hidden Asset the Market Still Values at Zero

  May 21, 2026164 reactions14 comments22 restacks

• Alexandria Real Estate (ARE): An Asymmetric Setup in Irreplaceable Life Science Real Estate

  May 20, 202628 reactions2 comments4 restacks

• Rexford Industrial (REXR) | Part 1: Irrationally Discounted from Private Market Value

  Apr 8, 202617 reactions0 comments0 restacks

  REXR

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Groundbreaker. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 27, 2026.