Emil Hartela Investing
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Execution Memo No. 8
A rapid-fire portfolio rundown and the next moves in motion.
21 hrs ago
•
Emil
HAYPP Watch: September 2025 & Q3
Haypp looks set for its best quarter ever; I’ll share my Q3 forecast in this report.
Oct 9
•
Emil
2
Execution Memo No. 007
Turning Point Brands: From Vision to Results
Oct 7
•
Emil
1
Execution Memo No. 006
Position updates, portfolio shifts, and a 45% gain in under 24 hours
Oct 2
•
Emil
1
September 2025
Execution Memo No. 005
123% YTD; Extreme Volatility; Biotech Takes the Lead 24.09.2025
Sep 24
•
Emil
1
Tempus AI: deep dive
A giant in the making
Sep 22
•
Emil
6
Execution Memo No. 004
Shifting From AI Infra to Biotech
Sep 19
•
Emil
1
Is Lyft About to Become the Biggest AV Winner?
Wall Street wrote off Lyft as a dying value stock; autonomous vehicles could turn it into a growth story overnight.
Sep 17
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Emil
1
Execution Memo No. 003
The hidden AV trade
Sep 17
•
Emil
1
Nebius Group; The Pitch
The Great De Risking via Reflexivity
Sep 16
•
Emil
1
Execution Memo No. 002
New positions; Haypp keeps compounding; 2025.09.15
Sep 15
•
Emil
1
$HAYPP Watch: August 2025
Signal over noise; slight August pullback; baseline strength persists
Sep 8
•
Emil
3
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