Laorca Announcement

Wall Street is populated by sharks. Orcas eat sharks.

Arny Trezzi

and

Emanuele Marabella

Nov 22, 2022

Dear reader,

I am writing to inform you of a major change occurring with Laorca Research. First, let me thank all of you for this amazing journey that brings us to +760 investors. I am humbled by the results that we’ve achieved so far.

During these months, I accepted no compromise on the depth of research and how easily the information is shared.

My mission with Laorca is to share “Hedge Fund depth” research, easily digestible for technical and non-technical, financial readers.

I strongly believe that deep research which uncovers truths that most professionals overlook is the essence of good investing and necessary to gain “One Up on Wall Street,” as Peter Lynch, my favourite investor, shared.

Wall Street is populated by sharks. Orcas eat sharks.

Orca marina | Implacabile predatore con intelligenza fuori dal comune — This orca picture inspired Laorca’s logo

Up to now, I have kept all the research articles free as a way to stimulate sharing and increase awareness. Only portfolio updates and the financial models were under a paywall as a way to support my effort.

Laorca started as a hobby. After 2 years of deep research it is becoming a full-time profession.

To achieve this goal effectively, I need to introduce a paywall for future articles.

With this change, Laorca would become a professional service targeting both institutional investors and non-professional readers.

With a paywall, I could guarantee that my work becomes a sustainable source of income. This in turn would ensure regularity in the updates, while preserving the highest quality of research you seek and deserve.

If I will not be able to provide you with enough “bang for your buck,” there would be no reason for you to remain as a paid subscriber.

My long-term dream is unchanged: building Laorca Capital as a value-driven fund, investing in tech.

This vision could become one step closer thanks to your contribution.

I am excited to share this journey with you.

Get a 33% discount!

Publishing Schedule

Going forward I plan to publish each month:

Four Institutional-level research articles on Palantir’s financials, strategy and/or valuation (Thursdays).
Weekly recaps on Palantir’s developments (Sundays).

To ensure the content will fit your needs I encourage you to ask me questions in the articles as your questions are probably common to other readers and could stimulate open conversations.

I will do my best to distribute the efforts between the ideas I drafted (there are many!) and the custom research emerging from your questions and the polls I plan to conduct.

Pricing

$30/month = Full access;
$300/year = Full access;
Free = Weekly Recaps as Palantir Bullets (example).

To thank all the current subscribers I’ll give a 33% discount available until 29 November.

Get a 33% discount!

To current paid subscribers: to thank you for your precious support even without “hard paywalls” on research, I extended your subscription for 30 days. You are my heroes!