Deep forensic research on quality businesses, from the primary documents up. Skin in the game, always.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 75 | Founded | 2 years ago | Last Issue | 28 hours ago |
| Active | |||||
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bearstone2023.substack.comLatest Issues
Housing Update
QXO & Homebuilder
As many investors know, the average time an investor holds a stock is down dramatically from what it was in the 1970s. The drop has been staggering, from about 9 years of holding to 6 months on average.
The Multi-Front War on SaaS
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40 Hour Build
Many readers will be aware of this because its contents were paywalled last week, but I recently developed a portal for the company I work for that connects doctors to missing information they need on sample...
Portfolio Update
September 2026
Here is my updated portfolio.
Brad Jacobs and the QXO Thesis
Brad Jacobs Playbook, Applied to Building Materials
I stumbled upon a Brad Jacobs book, How to Make a Few Billion Dollars, and loved the read. Mr. Jacobs does a great job of outlining some of his best practices for being a leader and CEO,...
Build a Bear Workshop
A rough first half of 2026
This is a fully paywalled article. Please pay for a subscription if you are interest. Otherwise, there will be a free article coming out next week.
Key Facts
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Authors
The writers behind this newsletter.
Equity Analyst & Founder of Bearstone. I identify wide-moat, high-FCF companies mispriced by short-term sentiment. My research focuses on deep-value rigor and capital preservation. Followed and recommended by Michael Burry.
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