Ashton Invests
Self-taught long-term investor sharing my real portfolio, stock research, valuations, market thoughts, and lessons from building wealth.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 60 | Founded | 5 months ago | Last Issue | 5 days ago |
| Active | |||||
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ashtoninvests.substack.comLatest Issues
Amazon Q3 2026 Earnings Recap: AWS Is Entering Another Gear
Amazon ($AMZN) reported its Q3 2026 earnings yesterday, and after going through the earnings release and management commentary, I came away feeling even more confident in the long-term opportunity.
The headline numbers weren’t perfect. Rev...
ServiceNow Q3 2026 Earnings Recap
ServiceNow ($NOW) delivered another quarter of strong revenue growth and accelerating AI adoption, but the financial results were far from perfect. While management raised its full-year guidance and reported impressive enterprise customer g...
SoFi Q3 2026 Earnings Recap
Another impressive quarter for SoFi, with accelerating profitability and an increasingly exciting long-term outlook.
SoFi Technologies ($SOFI) delivered another outstanding quarter, and after going through the earnings release, investor pr...
Netflix Q3 2026 Earnings Recap: The Cash Flow Machine Keeps Getting Stronger
Earnings season is back, and Netflix ($NFLX) is the first company in my portfolio to report. While this wasn’t a perfect quarter, I came away from the results feeling pretty good about the long-term opportunity. Revenue growth slowed and Q4...
MCD Deep Dive: The Best Business Model in Restaurants Is on Sale
Is It a Bargain or a Warning?
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| Subscribers | Engagement | 78 | Monthly Web Visits | ||
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Long-term investor | Fundamental stock research, deep dives & portfolio updates | Not financial advice
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