This is Ocean Wall’s thematic research stream—a dedicated space where we share the dynamics, ideas, and narrative shifts we think deserve more attention. While our other Substack publication, The Hoot, focuses on uranium and nuclear markets, insight will host a wider selection of themes, equities and ideas (of which we have many).
What are we seeing, thinking, and hearing? That’s the question insight exists to answer
Why insight?
We live in a market where noise dominates. Our aim with insight is to cut through it. This isn’t about frequency—it’s about relevance. We publish only when a theme or development compels a closer look, a fresh lens, or a sharper narrative.
This isn’t investment advice. It’s signal, context, and perspective.
Expect notes on:
Emerging capital cycles and policy catalysts
Shifts in institutional behaviour and fund flows
Underfollowed or structurally interesting equities
Big picture macro themes shaping risk and opportunity
Sometimes we’ll cover public markets. Sometimes it will be alternative assets, macro themes, or something more structural brewing quietly in the background.
What You’ll Get
We’ll share short-form but high-conviction views—on what’s moving, what’s changing, and where we think attention should go next. These might stem from a client conversation, a chart we can’t ignore, or a datapoint that doesn’t quite fit the current consensus.
Access: High Conviction and Alpha Generating
If insight helps you think more clearly about what might matter next, and you're managing capital or navigating markets professionally, there’s more.
For deeper analysis, models, and direct engagement with our team, we offer Access—Ocean Wall’s institutional research platform.
It’s designed for investors who want to move with clarity and conviction, and includes:
Full-length reports and valuation models
Thematic deep-dives across sectors and geographies
Analyst calls, positioning briefings, and market dialogue
Research to support capital allocation decisions
Access to our network—industry operators, allocators, and corporate clients
Exposure to select deal flow where relevant
To request a sample or learn more, email Research@oceanwall.com