Ashton Invests
Self-taught long-term investor sharing my real portfolio, stock research, market thoughts, and lessons from building wealth.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 50 | Founded | 3 months ago | Last Issue | 4 days ago |
| Active | |||||
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ashtoninvests.substack.comLatest Issues
Welltower Deep Dive: Inside the $170 Billion Bet on the Silver Economy
Welltower might be one of the more surprising businesses I have researched recently because the deeper I went, the less it looked like the REIT I expected to find. At first glance, the company seems pretty simple. Welltower owns more than 2...
Duolingo Deep Dive: Inside the Learning Machine Behind $DUOL
How the Green Machine, AI, user growth, and expansion beyond languages could shape Duolingo’s next chapter
Duolingo is one of those companies that is incredibly easy to like as a consumer and much harder to evaluate as an investor. The pro...
AppLovin Deep Dive: The AI Advertising Machine Behind $APP
AppLovin might be one of the most interesting businesses I have researched recently because the company investors are looking at today is very different from the one that existed only a few years ago. For a long time, AppLovin was easy to t...
Coupang Deep Dive: Inside the Commerce Ecosystem Behind $CPNG
How Rocket Delivery, WOW membership, logistics density, Taiwan, and operating leverage could shape Coupang’s next decade
Coupang is often described as the Amazon of South Korea, and while the comparison makes sense, I think it undersells w...
Weekly Portfolio Update: The Portfolio Is Now Up 31% YTD | August 16, 2026
I added to Netflix, Uber and Brookfield this week — and two new stocks joined my watchlist.
This was a quieter week in terms of transactions, but another really strong week for the portfolio. I added to Netflix and Uber on Wednesday and ma...
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Studying fundamentals of stocks and investment strategy, $SOFI Bull\ud83d\udcc8|Not Financial Advice|
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