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Welfare Capital Research

Jack Maxwell publishes independent equity research focused on high-conviction, long-term ideas and other compelling opportunities.

https://welfarecapital.substack.com/

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Latest post10 Aug 2026
Reddit, Inc.Reddit's User Woes and the Nefarious, Shadowy CQS System-10 Aug 2026
Distribution Finance Capital Holdings plcDistribution Finance Capital Holdings (DFCH.L)-22 Jun 2026
Reddit, Inc.Reddit Q1 2026 Earnings Update-4 May 2026
Reddit, Inc.Inside Reddit's ARPU Engine (RDDT)-20 Feb 2026
CD Projekt S.A.CD Projekt Red (CDR.WA) - Deep Dive #10-12 Jan 2026