Coherence Research

About the Substack

Concentrated, contrarian research on unfashionable equities. Paid subscribers get the full portfolio and every trade as I make it.

Free Subscription Benefits

  • Public research writeups and market commentary

Paid Subcription Benefits

  • Full investment theses with valuation and entry levels
  • Monthly portfolio letter containing every position, weighing and entry level
  • Real-time trade notifications when I buy or sell

Paid Subscription Plans

  • $25 a month
  • $200 a year

About Lasse

Sporadically addicted, 27% CAGR since 2020

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