Deep forensic research on quality businesses, from the primary documents up. Skin in the game, always.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 76 | Founded | 2 years ago | Last Issue | 12 days ago |
| Active | |||||
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bearstone2023.substack.comLatest Issues
Molina & Kinsale
Long term investing perspective
As many readers are brutally aware by this point, Bearstone is obsessed with thinking in the long term. And I thank all the subscribers who think the same way. When it comes to investing, I become more and m...
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,...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Bearstone.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where Bearstone ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 27 | Monthly Search Traffic | Top Keywords |
|---|
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How this newsletter ranks in the official Substack charts.
| #72 |
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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