#1,548
in 💰 Finance

Wahdy Capital

About the Substack

Wahdy Capital is an investment manager based in San Francisco that specializes in long/short equity and technology investing.

Sign up to our investor distribution list for market insights, monthly letters, and company updates.

Free Subscription Benefits

  • Read our investor letters, macro outlooks, and sector views

Paid Subcription Benefits

  • Sponsor our mission to be technology specialists
  • Read our portfolio commentary and earnings previews
  • Chat with us about our ideas, companies, and industry updates

About Muhammad Wahdy

Portfolio manager, views are my own, retweets are not endorsements, etc.

Is this your Substack? Request changes.

Wahdy Capital's recommended Substacks

Wahdy Capital - Investor Distribution List logo
Muhammad Wahdy

Wahdy Capital - Investor Distribution List

Distribution list for investor letters. Primary website is: www.wahdycapital.com.

TMT Breakout logo
TMT Breakout

TMT Breakout

Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data releases. Written by a 17-year Tech Hedge Fund Veteran.

100+
paid subscribers
6K+
free subscribers
SemiAnalysis logo
Dylan Patel

SemiAnalysis

Bridging the gap between the world's most important industry, semiconductors, and business.

158K+
free subscribers
Clouded Judgement logo
Jamin Ball

Clouded Judgement

Weekly data driven analysis of SaaS companies

74K+
free subscribers