Backed by Pronoia
by Backed by PronoiaBacked by Pronoia
About the Substack
"Pronoia is the belief that the world is quietly conspiring in your favor."
Overlooked companies, asymmetric bets and second-order stock ideas hiding behind the market’s biggest narratives.
Free Subscription Benefits
- Weekly market notes, selected stock files, and the occasional clue before the crowd arrives.
Paid Subcription Benefits
- Full equity research files and Research Desk updates as the facts change.
- Editable valuation models with bear, base, and bull scenarios.
- The Pronoia Ledger: publication prices, catalysts, thesis changes, and what would make us wrong.
Paid Subscription Plans
- $10 a month
- $95 a year
About Backed by Pronoia
Pronoia is the belief that the world is quietly conspiring in your favor. Second-order stock ideas in AI, energy, credit and more. What I own, what I’m watching, and what would change my mind.
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