See the research
before it becomes consensus.
Most financial newsletters tell you what happened. Offside Premium is built to show you what we're doing before the thesis plays out.
You get access to the same research process we use to identify long/short opportunities, build the Offside Portfolio, manage risk, and decide when an idea is worth acting on.
Cancel anytime, in one click.
What You Get
Everything the desk sees, the moment it sees it.
Real-Time Trade Alerts
When we enter, add to, trim, hedge, or exit a position, Premium members are the first to know.
Not three days later.
Not after the stock has already moved.
- New positions
- Entry and exit updates
- Position changes
- Risk adjustments
- Long/short setups
- Options structures
- Thesis updates
See the decision while it still matters.
The Offside Portfolio
Premium members get access to the portfolio we actually manage — a real account, funded with real money, not a model or a backtest.
- Current holdings
- Long and short exposure
- Position sizing
- Cash levels
- Daily performance
- Portfolio changes
- Risk management decisions
We show you what we own, what we're avoiding, and why. You can then decide how that research fits your own portfolio and risk tolerance.
Our Highest-Conviction Research
When we find a company worth doing serious work on, Premium gets the full research.
- Business and industry analysis
- Earnings expectations
- Valuation
- Capital allocation
- Catalysts
- Risks
- Bull and bear cases
- Entry ranges
- Long/short opportunities
And the work comes with it. The valuation model, the written report and the framework behind it are yours to download — so you can change our assumptions for your own and see what the number does.
We are not trying to publish a stock idea every day. We are trying to publish the right ones.
The Alerts, the Moment They Happen
Markets move faster than inboxes. Every trade alert lands in the members' Telegram channel the second it publishes — before you check your email.
- Entries and exits as we take them
- Position changes and hedges
- The context around each call, from Gabriel
Nobody else can post there. When it buzzes, it matters.
The Members' Room
Have a question about a company? A market event? Something in your portfolio?
The members' Q&A group is where you ask, and Gabriel is in the room. Every alert opens its own thread there too, so the conversation sits next to the call it is about.
You are not buying access to a faceless newsletter. You are joining the research process.
Why Offside Exists
The best ideas rarely begin in consensus.
They usually start uncomfortable.
Our job is to find those opportunities before they become obvious.
Instead of asking
“What stock should I buy?”
We ask
What does the market already expect, and where could reality be very different?
That difference is where opportunity lives.
Full comparison
Free vs. Premium, side by side
The free desk is genuinely free — the daily read never goes behind a wall. Premium is where the positions, the alerts and the full theses live.
| What you get | Free | Premium |
|---|---|---|
| The daily read | ||
| Morning Digest — every trading day | ✓ | ✓ |
| The Weekly Plan — every Sunday | ✓ | ✓ |
| Open macro notes and market commentary | ✓ | ✓ |
| Research | ||
| Single-name deep dives, full thesis | — | ✓ |
| Valuation frameworks and the models behind them | — | ✓ |
| The full research archive | — | ✓ |
| Positions & execution | ||
| Real-time trade alerts, entries and exits | — | ✓ |
| The Offside Portfolio — every open position | — | ✓ |
| Average cost, market value and % of NAV on each name | — | ✓ |
| Options, shorts and hedges as we actually run them | — | ✓ |
| Telegram | ||
| Trade alerts on Telegram, the moment they publish | — | ✓ |
| The members' Q&A room, with Gabriel in it | — | ✓ |
| Start free | See plans | |
Cancel anytime. The free desk stays free whether you upgrade or not.
Offside Research
Finding Tomorrow's Hottest Investments, Today
Offside Research
Finding Tomorrow's Hottest Investments, Today
Before You Join
Questions members ask first
What exactly do I get?
The Morning Digest before the open and a weekly plan. Trade alerts in real time — every entry, exit, trim and hedge, with the sizing and the reasoning. Full company deep dives, with the bull and the bear case, and the valuation model, report and framework attached to download. And the Offside Portfolio: every position, its weight, and the risk decisions behind it.
What do the track record numbers actually mean?
Each percentage is the peak reached since the date that call was published — not the return available today, and not a number any member necessarily captured. We show them that way because it is the honest version.
All of those calls went out in free, public posts, and every card links to the original, unedited. Read the reasoning before you judge the result. Past performance is not indicative of future results.
Do I have to copy your trades?
No, and you shouldn't blindly. The Offside Portfolio is a real account with its own size, time horizon and risk tolerance — not yours. What you get is the full reasoning behind each decision, so you can judge whether it fits your own portfolio.
How do I get alerted when a position changes?
Trade alerts go out by email the moment a position changes — entry, sizing, and the reasoning, not just a ticker. They also post to the site immediately, so you can check the portfolio at any time.
Which plan should I pick?
Monthly if you want to keep it loose. Quarterly and annual both carry a discount — the exact saving is shown on each plan above. Everything in the membership is the same across all three; only the billing cadence changes.
Can I cancel?
Yes, anytime, in one click from your account page. There's no call to make and no form to fill in. You keep full access until the end of the period you've already paid for, and you are not billed again.
Is this investment advice?
No. This is published research showing our own process and our own positioning. Nothing here is personalized advice, and you are responsible for your own decisions.
Who is actually writing this?
Gabriel Osorio Mazzilli — previously at Goldman Sachs and on the Citigroup Delta One desk. The framework you get is the institutional one: macro first, then industry, then what the market already expects, applied to names you can actually buy. More about the background →
How do I get support?
Reply to any email — it reaches us directly.
Is there a community?
Yes, on Telegram, and there are two rooms. A channel where every trade alert lands the moment it publishes, and a members' Q&A group where you can ask about any of them — Gabriel is in there.
To get in, open the members' page once you've joined and follow the access bot: it checks your subscription and sends you a personal invite link.