Calls through signals.
An investment newsletter where every call has a frozen receipt of where I stand on it: what I own, what I'm watching, what I passed on. Captured the moment I wrote it.
Editorial + evidence, in two places at once.
Weekly notes on the positions in the portfolio — the thesis, what's changed, what's being watched.
Every brief publishes a permalinked receipt — what I own, what I'm watching, what I passed on — frozen at the exact moment I wrote it.
Years later, every call is still checkable. No revisions, no quiet edits, no goalpost moves. The data doesn't move after the prose does.
Most newsletters tell you what they think.
This one shows you exactly where they stand.
The hard problem with calls-based content isn't the writing, it's the credibility. Anyone can write convincingly about a call they may or may not actually have made. Arsham closes that gap by freezing the receipt at publish time: position state if I own it, stance and price if I'm watching, an honest "considered and passed" if I looked and walked away. The brief is the prose. The receipt is the proof.
Read on Substack. Verify here.
Briefs land in your inbox. Each one links back to its receipt on this site.
Quick takes between briefs: @ArshamCalls on X ↗