Subscribe

Subscribe.

Two tiers. Basecamp is free and always will be: Market Insights, weekly and monthly. Summit is the research itself, plus the current portfolio.

Free

Basecamp

Free

Market Insights: the weekly and monthly view on markets, the track record, the interesting movers, the themes and the stories behind them.

  • Market Insights, weekly and monthly
  • Track-record update, gross and net
  • View on markets, themes and the stories driving them
  • Interesting movers of the month

No spam, no selling your address. Unsubscribe with one click.

Members

Summit

$100/ month

Everything in Basecamp, plus the research itself: single-name theses, earnings recaps, narrative reports, and the current portfolio.

  • Everything in Basecamp
  • Individual equity research: full theses as they are written
  • Earnings recaps on names we own and watch
  • Equity narrative reports on the story behind each theme
  • Access to the current portfolio tab

No spam, no selling your address. Unsubscribe with one click.

Questions

What arrives, and when?
Basecamp readers get one roundup a month, in the first week: the track record, our view on markets, the interesting movers, the themes and the stories behind them. Summit members also receive every equity research note, earnings recap and narrative report as it's written, and can see the current portfolio on the track-record page.
Is this investment advice?
No. Altai Capital is not a regulated entity. Everything published is the author's own research and positioning, shared for information only. Positions are sized for the Altai Capital portfolio, not yours.
Can I cancel?
Any time, in one click, from any email. Summit is billed monthly and stops the day you cancel.
Do you take outside capital?
Membership pays for the research and the live record; it is not an investment in the portfolio. Enquiries about the strategy itself are handled directly. Write to us.