Deep fundamental thinking on equities, business, and geofinance.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 226 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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capitalist-letters.comLatest Issues
🚨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%!
How To Consistently Outperform The Market?
Over the last five years, we have outperformed the market every year with increasing margins.
We finished last year up 44% while S&P 500 delivered 17.9%. We are currently up by 57% over the last twelve months against just 26% of S&P 500....
DoorDash: Undervalued Giant With 2x Potential!
Everybody is fixated on AI…
Twitter and Substack are inundated with people posting about semiconductor stocks or AI-cloud stocks that can run further or about the next so-called bottlenecks..
We have also made a lot of money on these them...
Data Center Power Play Trading At 30% Discount
Revenues jumped by 48% last year driven by data center contracts and it's just the beginning.
The past two weeks have been incredible for us.
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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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