Deep fundamental thinking on equities, business, and geofinance.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 229 | Founded | 3 years ago | Last Issue | 13 days ago |
| Active | |||||
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capitalist-letters.comLatest Issues
🚨 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...
It's Time To Rotate Into Platform Businesses
Occasionally, moments arise in the market that remind me of Charlie Munger’s famous saying:
We are going through such times.
Since the beginning of the year, everything that can be somehow connected to the AI trade has skyrocketed, regar...
Buying This Fast Growing Company With 100% Upside
Revenues have grown by 40% and net income by 90% annually since 2021. Trading at just 13x forward EBITA.
Simple, boring, and consistent—this is how Peter Lynch describes the best businesses.
🚨Trade Alert 16: Exiting Two Positions And Opening Two New Positions
Exiting two positions that worked incredibly well to fund two new opportunities.
Last month was incredible for us.
Finishing May: Our Portfolio Outperforms S&P 500 by 30%, Here Is What We Own!
Portfolio is now up 58% over the last twelve months against 28% of the S&P 500!
💥Our portfolio is outperforming the market by 30%!
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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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