Rebound Capital

Deep research on beaten-down stocks | The best opportunities exist in uncertain times

Featured

Deep-dives

Jun 16, 2026

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10 min read

Deep Dive: Netflix ($NFLX)

A masterclass in pricing power

Rebound Capital

Jun 5, 2026

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4 min read

One Year of Rebound Capital

Take a simple idea and take it seriously

Rebound Capital

Sep 4, 2026

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10 min read

September 2026 Portfolio Update

Portfolio changes, earnings review and thesis updates for August

Rebound Capital

Articles

Oct 6, 2026

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9 min read

Deep Dive: Intuit ($INTU)

Will AI file your taxes?

Rebound Capital

Oct 5, 2026

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6 min read

October 2026 Portfolio Update

Updating the intrinsic value and DCF models for our holdings

Rebound Capital

Sep 25, 2026

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8 min read

Notes on Adyen

A great business with too many moving parts

Rebound Capital

Sep 18, 2026

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11 min read

Deep Dive: Grab Holdings ($GRAB)

Inflecting profitability and super-app ambitions

Rebound Capital

Sep 14, 2026

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8 min read

Industry Deep Dive: Semiconductor Wafer Fab Equipment

Lam Research, AMAT, ASML, KLAC valuation

Rebound Capital

Sep 14, 2026

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9 min read

Deep Dive: Innovative Aerosystems ($IA)

A consolidator of ‘orphan’ avionics franchises

Rebound Capital

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