Reveles Research, LLC | Substack

2025 Performance Review

It’s been two years since we started Reveles.

Mar 27 • Reveles

Open Claw and the Skill of Tomorrow

Change is the only constant, so why not constantly change?

Mar 11 • Reveles

The Perils of Palantir

Investor Michael Burry, best known for predicting the subprime mortgage collapse depicted in The Big Short, recently gave a rare interview in which he…

Dec 28, 2025 • Reveles

Good Biz, Temporary Setback, Only 40% Above Liquidation Value

May 29, 2025 • Reveles

Allison Transmission

Transmitting value...

Nov 11, 2025 • Reveles

Most Popular

Why Greggs Reminds Me of Zara

May 5, 2025 • Reveles

The Business of Airports, Part I

Jun 25, 2024 • Reveles

Open Claw and the Skill of Tomorrow

Mar 11 • Reveles

Cultivating Patience

Sep 8, 2025 • Reveles

Reveles Research, LLC

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