Polymath Investor
Forensic research on underfollowed companies, plus mental models and meta-skills for better investing. Not investment advice.
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other newsletters
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
Read from 1 post headline in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
83K on Sep 10, 2026 → 86K on Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #31 today · #36 a week ago · #71 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 62 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 6%
- Best rank seen
- #31
- Rank, 7 days
- +5 places
- Rank, 30 days
- +40 places
- Followers added
- +5.3K
- Posts
- 5
- Reactions per post
- 51
- Reactions tracked
- 607
- Tickers covered
- 1
of 525 ranked finance newsletters
on Nov 10, 2026
since tracking began
last 30 days
average, recent posts
across 12 posts
in tracked posts
Most-reacted post we have seen: How I’d Learn Investing Using AI — 105 reactions on Oct 10, 2026.
Recent posts
- Reading Habits of Yesteryear’s Luminaries
[Printable PDF available at the end of this essay.] “One must be an inventor to read well.” - Ralph Waldo Emerson, The American Scholar It’s the evening of December 10, 1513. An out-of-work civil servant just came home to his farmhouse outside Florence with all his clothes full of mud. After taking them off he slips into his courtly robes, and sits down for four hours to read history. That civil servant is none other than Niccolò Machiavelli, describing his day in a letter to a friend. After being pushed out of politics, he liked to go into the “ courts of the ancients” and ask the great men…
- Starlink, By The Numbers
“And for the first time, John and Paul knew that George had risen to their level.” -Geoff Emerick Open your favorite streaming app and look up Abbey Road . You’ll find 17 tracks on the standard album. Fourteen are credited to Lennon-McCartney. One belongs to Ringo Starr. And the remaining two were written by none other than George Harrison. Those two songs? Something and Here Comes the Sun . The former would become one of the most covered songs in the Beatles’ catalog. The latter became, in 2023, the first Beatles song to surpass one billion streams on Spotify. Much like Beatlemania at its…
- I Looked At What’s Really Going On Between CoreWeave And NVIDIA
“Down, down, down. Would the fall never come to an end?” - Lewis Carroll Ok, on Friday, I went deep down the rabbit hole of CoreWeave’s debt. Today, I’ll look at its relationship with NVIDIA and what the chipmaker’s support really means. That’s the thing with rabbit holes: once you start pulling the thread you keep going deeper and deeper, and every answer seems to lead to another question. Entrenched, Not Committed | Canva So, what is it? Is NVIDIA a supplier, shareholder, customer or backstop for CoreWeave? Let’s start with the easier part. The neocloud is expected to spend between $35 and…
- CoreWeave (CRWV): Can It Pay Its Own Bills?
“If something cannot go on forever, it will stop.” - Herbert Stein You can’t make this stuff up. On the October 13 episode of Mad Money , Jim Cramer declared that CoreWeave was the “ real deal ” and the only neocloud provider he trusted. Naturally, the very next day, the stock plunged 15%. You’ve probably heard quite a bit about CoreWeave over the past few days, with many news outlets attributing the selloff to the company’s debt. I’ve seen plenty of reporting on the numbers, but little analysis of what’s actually going on beneath the surface of its financial statements (and believe me…
- The Art of Getting What You Want
[The printable PDF of Parts 1 and 2 is available at the end of this article.] It was 1722, and this sixteen-year-old apprentice found himself in a little bit of an uncomfortable situation. Benjamin Franklin was apprenticed to his brother James, a Boston printer, and bound to stay until he turned twenty-one. He had read a book recommending a vegetable diet and decided to give it a try. Not so simple in those days. The problem was that James paid another family to feed his apprentices, so a boy eating no meat was an inconvenience. Franklin wrote later, in his Autobiography , that he was…
- How I’d Learn Investing Using AI
“The mind is not a vessel which calls for filling. It is a pile, which simply requires kindling-wood to start the flame of eagerness for original thought and ardour for truth.” - Plutarch , On Listening to Lectures I see so many articles about how to use AI for investing, how to use AI for trading (!). You name it. But what I don’t see nearly as often is probably one of the highest-return uses of AI: your own education. I’d say Socrates was the most consequential teacher in Western civilization. He taught Plato. Plato founded the Academy and taught Aristotle, and Aristotle went on to tutor a…
- Is Anthropic a Good Business?
For all the doom and gloom about how AI might destroy civilization, there’s surprisingly little discussion of how Anthropic looks as a business, on its own business merits. Who knows? We may learn a thing or two by looking past the headlines and digging into what is actually happening inside the company as it gears up for its IPO. You may have seen recent headlines suggesting that Anthropic has released its pre-IPO documents, giving investors a detailed look at the business. Well, not quite so. Anthropic has filed what is called an S-1 1 , but the filing is still confidential and isn’t…
- How to Find Mispriced Bets on Prediction Markets
“The race is not always to the swift, nor the battle to the strong; but that is the way to bet.” —Hugh E. Keough It’s October 15, 2024. Three weeks before the U.S. presidential election. Ashley Grosse, who ran scientific research at YouGov at the time, receives a curious request. A Frenchman wants to commission a study across three swing states, Pennsylvania, Michigan, and Wisconsin, and he wants it done within seven days. But this is not a typical request: he wants to look for shy voters. How do you find them? You look for respondents who won’t tell you how they plan to vote, but will…
- Nobody Will Slow Down on AI (A Game Theory View)
“There is a tendency in our planning to confuse the unfamiliar with the improbable.” -Thomas Schelling 1 Princeton, late 1940s. A bar full of graduate students. John Nash is sitting there, buried in his papers while his friends drink. A blonde walks in with her brunette friends, and the table stops talking. His friends start talking about Adam Smith, you know, every man for himself. But not Nash. Nash looks up, and you can see the insight forming right there. If they all go for the blonde, they block each other and nobody gets her. Then her friends shut them down too, because nobody likes…
- How to Cement Knowledge - Part II
- How to Cement Knowledge - Part I
- Think Like An Owner
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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: Polymath Investor. 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: Nov 10, 2026.