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 | 55 | Founded | 5 months ago | Last Issue | 15 days ago |
| Active | |||||
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INTC Deep Dive: What a $635 Billion Turnaround Is Actually Pricing In
Position disclosure: I don’t own INTC. I own AMD at about 24% of my portfolio, my largest position.
Why I’m writing this
My largest holding is AMD. And the single most common pushback I hear is some version of: “Intel is back, why...
AADX Deep Dive: The Space & Defense IPO Down 36% in Three Months
The quarter was better than it looked. The stock setup is more complicated.
$AADX is down roughly 36% from its June IPO despite reporting 47% revenue growth and record adjusted EBITDA in its first quarter as a public company.
Innodata Deep Dive: Inside the Data Engine Powering the AI Race
Innodata is one of those companies that looks simple until you actually start pulling apart what it does. At first glance, it can sound like another AI data-labeling company: customers have models, Innodata provides humans and data, and the...
My Plan for the Rest of 2026
Why I’m slowly building cash, what I’m watching, and how I’m positioning my portfolio into year-end
This has been one of the most interesting markets I’ve ever invested through. A lot of my portfolio has performed extremely well this year,...
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| Subscribers | Engagement | 78 | Monthly Web Visits | ||
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The writers behind this newsletter.
Long-term investor | Fundamental stock research, deep dives & portfolio updates | Not financial advice
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