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Ashton Invests

Self-taught long-term investor sharing my real portfolio, stock research, market thoughts, and lessons from building wealth.

Platform
Substack
PricingFreemiumPublishesDaily
Issues16Foundeda month agoLast Issue5 days ago
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Latest Issues

What I Would Do If the Market Dropped 30%

How I Would Handle My Portfolio, What I Would Buy, and What I Would Avoid

A 30% market drop would be painful. There is no point pretending otherwise.

5 days ago
2
Paid

CoreWeave Deep Dive

CoreWeave is one of the most interesting AI companies in the market, but it is also one of the hardest to understand.

The growth is almost unbelievable. Revenue has gone from nearly nothing to billions of dollars in only a few years, and t...

5 days ago
9
6

Why Knowing When to Sell a Stock Is So Difficult

Buying stocks gets most of the attention. Investors spend hours searching for the next great company, studying earnings reports, comparing valuations, building models, and trying to identify businesses that could become much larger over tim...

10 days ago
13
2

My Second-Half 2026 Capital Allocation Plan

Why I’m building cash, where my new deposits are going, and which positions I’m simply letting work

My plan for the second half of 2026 is not to constantly buy more of every stock I own. I am already happy with several of my positions, an...

13 days ago
6
Paid

My Honest Thoughts on Snapchats’s Specs Event

Snap finally had its big Specs event, and I think the reaction was exactly what you would expect from a stock like $SNAP. The product itself is impressive. The price is hard to ignore. The stock sold off. Investors are split. And honestly,...

16 days ago
6

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