I’m beyond intrigued to subscribe to their substack after reading the recap/teaser of the analyst who visited the Strait of Hormuz - risking his life for a few points of alpha.
https://www.citriniresearch.com/p/strait-of-hormuz-a-citrini-field
I started digging and realized how influential Citrini is to markets, i.e. some of their AI scenario articles outlining the possible death of SAAS.
It seems a lot of their individual high conviction picks have actually delivered extremely strong returns. I’m half tempted to spend $125 and do some serious digging into their ideas. The citrindex would appear to be absolutely crushing the market from a very cursory review.
Just curious if anyone here has used the sub stack subscription or followed any of their investment thesises, or had thoughts on Citrini generally?
