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    Today's letter · Nov 11

    2027 Is the Year of AdoptersRead it
    Dylan Jovine, Founder & CEO of Behind the Markets

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    There are thousands of public companies in America. The financial media talks about the same few hundred. We research the ones it skips, the companies big funds consider too small to bother with.

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    Dylan Jovine, Founder & CEO, has spent his career finding overlooked companies.

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    Dylan's Diary

    November 11, 2026

    2027 Is the Year of Adopters

    Dear Reader,

    Last month I wrote an article and did a video here about how the AI trade shifts in 2027 from enablers to adopters. So far in the AI story, the enablers have made all the great returns.

    Dylan Jovine

    Founder & CEO

    Keep reading
    Anthropic Launched an Excel Rival. Microsoft Fell 2.2%.

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    Anthropic Launched an Excel Rival. Microsoft Fell 2.2%.

    Microsoft fell 2.2% as Anthropic launched AI tools rivaling Office and set IPO terms at a $1.4T valuation. See how CPI and rate fears hit tech stocks.

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    Are We in an AI Bubble?

    November 4, 2026

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