Deep fundamental thinking on equities, business, and geofinance.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 233 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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The Mega-Cap Opportunity: Meta & Microsoft!
Investing is all about buying exceptional businesses at attractive prices.
At least, this is the type of investing we practice here, and it’s worked exceptionally for us so far.
The definition clearly states the two critical elements—an...
🚨Trade Alert 18: One Exit, One Trim, One New Position and Two Top-Ups!
Exiting two positions, increasing an existing position and opening one new position.
For the last two months, the correlation of our portfolio with the S&P 500 has dipped. Thus, most of our gains were pure alpha. In fact, our best day over...
Microsoft: Undervalued & Undisruptable!
Chris Hohn once said: “Good companies are likely to remain good, and bad companies are just bad.”
Look at other successful investors, and you’ll see they have said similar things.
- Terry Smith: “Good businesses tend to stay good, bad...
Finishing June: Our Portfolio Outperforms S&P 500 by 31%, Here Is What We Own!
Portfolio is now up 49% over the last twelve months against 18% of the S&P 500!
💥Our portfolio is outperforming the market by 31%!
🚨 Trade Alert 17: Trimming One Position, Opening Two New Positions
Trimming one position to buy another stock in the same sector, and also buying a fast-growing European small-cap.
When you look at the market crashes of the past, the popular narrative is that they were sudden and unexpected. This narrativ...
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Authors
The writers behind this newsletter.
Analyst. I write about undervalued global stocks with durable competitive advantages and occasional essays on investing.
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