Charles’s Substack

Charles Martin
Financial Markets
Created 04 Aug 2021
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  • Chinese and Global Credit Risk Amid Evergrande Meltdown
    21 Sep 2021 • 2 min read • 3 0
    Charlie Martin' Paradise Divide Capital Founder and Portfolio Manager Chinese and Global Credit Risk Amid Evergrande Meltdown Introduction and Analysis: This will likely be on the shorter side, as I a...
  • End of August Fund Performance
    01 Sep 2021 • 2 min read • 3 1
    Charlie Martin Founder and Portfolio Manager Paradise Divide Capital End of August Fund Update Performance: Paradise Divide Capital Year-to-Date Returns: 26.9% S&P 500 Year-to-Date Returns: 20.41% Dow...
  • The Asymmetric Credit Risk for FinTech Companies in Subprime Lending, Specifically in BNPL
    24 Aug 2021 • 7 min read • 3 3
    The Asymmetric Credit Risk for FinTech Companies in Subprime Lending Charlie Martin Founder and Portfolio Manager Paradise Divide Capital Disclosure: Paradise Divide Capital, or “the Fund”, may mainta...
  • Dealing With Orthogonal Opinions in a Rational Way While Investing
    22 Aug 2021 • 5 min read • 3 1
    Dealing With Orthogonal Opinions In a Rational Way While Investing Stocks Discussed: Nikola (NKLA) and Bumble (BMBL) Disclosure: Paradise Divide Capital, or “the Fund”, may hold positions in the secur...
  • Why Investing in Growth Makes Sense
    21 Aug 2021 • 4 min read • 2 1
    Investing in The Future Why it Makes Sense To Invest in Innovative, Yet Traditionally Overvalued Companies Disclosure: Paradise Divide Capital, or “the Fund”, may hold positions in the securities disc...
  • Upstart's 54% Gain in a Week
    14 Aug 2021 • 3 min read • 1 1
    Upstart (NASDAQ:UPST) Disclosure: Paradise Divide Capital or “the fund” has a position in Upstart Holdings. This is not a solicitation or recommendation to purchase Upstart (UPST) or any other securit...
  • Danaher Equity Analysis
    04 Aug 2021 • 3 min read • 1 1
    Charlie Martin Paradise Divide Capital August 3rd, 2021 Danaher (NYSE:DHR) Disclosure: Paradise Divide Capital or “the Fund” is long Danaher. It is one of the Fund's core holdings, as it represents 4....
  • Financial Markets
    04 Aug 2021 • < 1 min read • 1 0
    Welcome to Charles’s Substack by me, Charles Martin. I like to write about financial markets. PM @ Paradise Divide Capital Sign up now so you don’t miss the first issue. Subscribe now In the meantime,...
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