Brightstone Capital
I look for shiny stones in my backyard, and by my backyard I mean the stock market, and by shiny stones I mean quality companies.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 6 | Founded | a year ago | Last Issue | 3 months ago |
| Active | |||||
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brightstonecapital.substack.comLatest Issues
Hopeful Hyperscalers, Timeless Temptations and a Failed New Year’s Resolution: About Meta, Amazon, Microsoft and Alphabet
“The past has relevance, but it’s not absolute.”
- Howard Marks
Prelude
This article should be read as neither an affirmation nor a refutation behind the economic soundness of the datacenter buildout and Capex spend of hyperscalers. Th...
Adyen: What does it mean to start over?
“When we think about companies, the over-riding analytical consideration is the quality of the business and quality of management’s capital allocation decisions. The longer investors own shares the more their outcome is linked to these two...
The Wizard and the Lizard: Constellation Software and its little brother
“Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.”
- Warren Buffett
Hey there. It has been a month since I published anything resembling an article and it has been over 2 months since my last...
Some short thoughts
Hey there, some companies I follow and/or own shares in have made some interesting moves recently and I want to comment on some of them.
Constellation Software is on my punchcard
Most notably, shares of Constellation Software have pre...
The Yellow Compounder that is InPost: A Deep Dive
Alright, I am gonna ramble a bit into the void of Substack here. I have been writing a piece on InPost for about a month now. I do this in the evenings, when I have time after university. I like doing it and I mostly do because it helps me...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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I look for shiny stones in my backyard, and by my backyard I mean the stock market, and by shiny stones I mean quality companies.
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