Finsur Substack
Subscribe
Sign in
Home
Notes
Archive
About
Latest
Top
Discussions
Research Update: Galaxy Finco (Domestic & General) - FY2025
MAAGA: Making American Appliances Great Again...
Sep 15
•
Stuart Blackhurst
2
Research Update: Lancaster Group Holdings
Sound basis for continued investment...VCs & PEs look elsewhere.
Sep 8
•
Stuart Blackhurst
2
3
August 2025
July Round Up
Should 16.67% appear too small, be careful I don't take it all...
Aug 1
•
Stuart Blackhurst
2
July 2025
Market Update: The price of device insurance data asymmetry
Please Find My Competitive Advantage...
Jul 30
•
Stuart Blackhurst
4
2
Research Update: GiffGaff Revenue Analysis & Treasury Operations
Rocking refurbished with a decent side-gig to boot...
Jul 25
•
Stuart Blackhurst
2
Market Update: Preparing for the EU Circular Economy Act 2026
One Ring to Rule Them All?
Jul 18
•
Stuart Blackhurst
2
1
Research Update: Apple Retail UK Limited
One of my early substack posts provided estimates for AppleCare sales in the UK based on the application of a method I first picked up from the US…
Jul 11
•
Stuart Blackhurst
2
Raylo Group Limited Research Update
More proof that direct-to-consumer tech rental can have a place in the sector...
Jul 4
•
Stuart Blackhurst
4
3
June Round Up
This is gonna be huge, bigly huge...
Jul 1
•
Stuart Blackhurst
2
June 2025
AO World PLC Research Update
They're generatin' steam heat...
Jun 27
•
Stuart Blackhurst
2
3
Research Update: Rebuy Recommerce GmbH
Rebuy's rebound...
Jun 21
•
Stuart Blackhurst
3
2
Consumer behaviour in secondary markets
Traditional segmentation need not apply, if you're looking for phones, get out your Clubcard.
Jun 13
•
Stuart Blackhurst
4
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
