Capaxe is Live
The research platform for long-term investors
Long-term retail investors like you and me are at a disadvantage. We don’t have the money to use Bloomberg, and the stock research tools we do have access to are scattered and filled with noise.
This is the core problem.
Good investing requires structured thinking, repeatable processes, and clean data. Articles you read here on Substack or anywhere else are not enough to base investment decisions on. You need to think independently.
This is why paid subscribers to my newsletter don’t just get access to premium articles. They also get access to an exclusive stock research platform.
I started building that platform back in 2025 with Summit’s Analytics. I wanted my own platform to research stocks. I was the number one user.
Summit’s Analytics was my first attempt at building a holistic stock research tool where investors could keep all their thinking and research in one place. It was a natural extension of this newsletter.
But over time, that ambition outgrew the old brand. Which is why Summit’s Analytics has now been redesigned as Capaxe. Capaxe has a cleaner identity, a bigger vision, and a clearer separation between the newsletter and the platform itself. The vision of Capaxe is not to be a nice-to-have perk for paid subscribers, but an ecosystem where your entire stock research process can live.
Today, Capaxe has already improved significantly from the earliest version of Summit’s Analytics. The current capabilities include:
Searching for every listed stock
Viewing key financials in visual charts
Saving stocks to your own watchlists
Valuing stocks using a DCF, reverse DCF, and pricing model
Reading every earnings transcripts with the ability to summarize them in one click
Saving your stock theses for every stock you follow
Viewing when companies report earnings
All of this ties back to my investing philosophy: finding and holding companies with rapidly growing free cash flow at an attractive valuation relative to market expectations.
Capaxe sits on top of everything I write here. All the research I share here and every stock I cover will be analyzed through Capaxe.
This is built for investors who want to take their process seriously. If you are trying to build conviction, track your theses, and think in years instead of days, Capaxe is for you.
With this change, there is some important administration. First, every old link that directs you to Summit’s Analytics will be redirected to Capaxe.
For existing users, you will need to change your password before you can log in again. You will receive a separate email with a link where you can reset your password and login to the website. At some point, however, this link will expire.
If it has expired and you haven’t been able to change your password, simply go to the website, click “Forgot password” on the login page, and you’ll receive the same email again.
If there is any trouble, send me a message and we will fix it.
Importantly, this is version one of Capaxe. The future is exciting, with many features and iterations planned. In the short term, we are looking to improve the valuation models, improve navigation of earnings transcripts with the help of AI, and improve the newly added stock thesis feature.
Summit Stocks has always been about thinking long term and focusing on quality businesses that can compound over time.
Capaxe is the infrastructure behind that thinking. It is the toolset that supports the research, the process, and the decisions.
If you want access to Capaxe, it is included with a paid subscription to Summit Stocks.
Thank you for making this possible.
Lucas
Author & Founder, Summit Stocks
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Disclaimer: the information provided is for informational purposes only and should not be considered as financial advice. I am not a financial advisor, and nothing on this platform should be construed as personalized financial advice. All investment decisions should be made based on your own research.