550+ in the Discord, 2,500+ on Instagram

Understand the market.Then invest in it.

Fundamentals and macro-driven investing ideas from Aariv, a 16-year-old investor from London. Shared openly, defended, critiqued & reworked in public.

Substack2 October 2026Long $SHOP

Shopify, $SHOP Thesis, and why I think it can +30% from here

I've publicly disclosed my long position at $110.

Building a business has never been easier. Building a business has also never been more compelling.

In the age of AI, anyone can prompt Claude Code or Codex with information about their business and products, and receive a fully-fledged website in minutes, tailored exactly to their preferences. Additionally, today's economy demands a much more diversified income stream for financial security.

Hence, the idea of "side hustles" has become much more prevalent, as more and more people seek financial security in an increasingly uncertain job market. The barrier to entry, once measured in capital, technical skill and time, has largely collapsed.

Read the full story for free → Then challenge and discuss it in the Discord.

What I cover

Research across the whole market, and the concepts you need to do it yourself.

Equity research

Deep dives into public companies: what they do, how they make money, and what could go wrong.

Company analysis

Reading financial statements, valuing a business, and telling a good company from a good story.

Trading

How markets move, how trades are structured, and why managing risk matters more than any single call.

Markets and macro

Interest rates, inflation and the big forces that move every sector at once.

Emerging themes

New industries and technologies, analysed with the same rigour as established ones.

Financial concepts

Compounding, valuation, risk and the ideas behind every headline.

Where to find me

Everything is free. Pick a platform to see what's there.

Portrait of Aariv

About Aariv

Macro and fundamentals driven, alongside technical data, for holistic, institutional-grade analysis.

550+Discord members
2,500+Instagram followers
PublicResearch on Substack
Read my story