To read our full disclaimer, click here.
It’s finally here…
Welcome to the Healthcare Research Portal!
There has been an immense amount of interest in this new development.
I honestly think this is at least a 3x to the value of a Healthcare Stock Ideas subscription. Not only do you get everything on Substack, but you now have a completely dedicated research portal included in the price.
A huge amount of work has gone into building this, and it genuinely wouldn’t have been possible without your support.
Read until the end to see how to enter our giveaway!
This post serves two purposes.
First, I’m going to explain how the portal works and why I think it’s so groundbreaking for sharing finance content on Substack.
Second, it’s the first time I’m sharing the link to the portal itself.
I’ve integrated it seamlessly with Substack, so as long as you have a paid subscription to Healthcare Stock Ideas, you can use that email to log in to the portal.
It’s as simple as that.
The Problem with Substack
Substack has been an amazing platform for sharing ideas and growing the community, but it was never really built for equity research.
As the archive has grown, it’s become harder to find old write-ups, track which companies are in the portfolio, or get a sense of how the body of work hangs together.
The ideas have performed very well so it was a shame people were struggling to find them.
65% average peak return since publication. Not the best one. The average.
7 of the 19, 37%, up 75% or more at some point.
Average idea is 226 days old. Seven and a half months.
That’s exactly what this portal solves - a single, clean place to keep the research organised, searchable, and easy to navigate.
So here’s what I’ve built…
The Portal
Start Here
Before you dive into the research, I’d recommend reading through the Foundation pages below. These cover my investment philosophy, the live performance of every idea, and the disclaimers you should know about.
How the Portal Is Organised
On the main page you’ll find two databases that do most of the heavy lifting:
Recent Updates shows the latest activity across the research library - new write-ups, thesis revisions, anything I’ve added or edited recently. This is the page to check when you come back to the portal.
Full Research Archive holds every company I’ve covered - 19 of them at launch. The tabs at the top give you curated views - Covered, Watchlist, US Stocks - but the real power is in the filters.
You can slice by sector, geography, conviction level, ticker, and more. For example: filter to US companies, sort by highest conviction, then group by industry. Or pull up everything I’ve ever written on a single sector. This becomes more valuable as the archive grows.
You can also use the site’s main search bar (or the search button at the top of the database) to look up specific tickers or even keywords.
Inside Each Research Entry
Open any company page in the archive and you’ll find:
Company properties - the same fields you can use to search and filter.
A Files & Media section linking every Substack post I’ve written on that company, in chronological order.
A live price chart at the top of every page, so you can see where the stock is trading against the thesis without leaving the portal.
The thesis itself - a concise breakdown of why the company is interesting, the setup, and what could go wrong. These aren’t carbon copies of the Substack write-ups. They’re tightened, more scannable versions, so you’re getting extra value rather than just rereading the same thing.
A comments and updates section at the bottom of the page with time-stamped notes for new earnings prints, regulatory filings, and material changes to the thesis.
How to Get Access
It’s pretty easy.
First, make sure you’re a paid subscriber.
To celebrate the launch we are offering 50% off the annual plan for anyone who joins in the next 24 hours:
Then click the button below and enter the SAME EMAIL you used for your paid subscription.
This is day one of the portal, so there may be some teething issues. If you run into any, just send me a DM and I’ll get it sorted for you personally.
How to Get a Free Subscription
As promised at the top, we have some paid subscriptions to give away so you can see what the portal is like.
All you have to do is like and restack this post. I’ll pick the winners and give away another couple of subscriptions next Monday, when I share with subscribers how the watchlist is being integrated with the portal.
I hope you like the work we’ve put into this to make consuming finance content easier on Substack.
Thanks as always for your support,
Nico
Disclaimer: The content provided in this newsletter is for informational purposes only and does not constitute financial, investment, or other professional advice. The opinions expressed here are those of the author and do not necessarily reflect the views of Healthcare Stock Ideas. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. The author may or may not hold positions in the stocks or other financial instruments mentioned. Always do your own research or consult with a qualified financial advisor before making any investment decisions. To read our full disclaimer, click here.