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Carbon Finance

The #1 visual investing newsletter. Read by 50,000+ investors.

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Latest Issues

Adobe Earnings Review (Q3 2026)

I’m opening up this earnings review, including the research and most of My Take, to all readers. Whether I’m buying, holding, or selling Adobe, along with an up-to-date snapshot of the portfolio, remains reserved for paid subscribers.

A...

5 days ago

Lululemon, S&P Global, & Hermès Earnings Review (Q2 2026)

We're back to reviewing second-quarter earnings, and in today’s issue I’ll be walking through Lululemon, S&P Global, and Hermès.

Last week I sent out the portfolios of famous investors, along with comments on the ones I found most interest...

8 days ago
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📊 September Is The Worst Month

Sponsored by

It’s Sunday.

Quick programming note: there will be no issue next Sunday, September 13. Coverage will resume on September 20.

It was a quieter news week, and with Labor Day tomorrow, the upcoming week is shaping up to be rela...

14 days ago

📖 Portfolios of Famous Investors (Q2 2026)

Each quarter, I break down the latest 13F filings and visualize the portfolios of legendary investors.

There's no better place to find new ideas than the portfolios of the best investors in the world. You get to see what they own, how much...

17 days ago

📊 The Cheapest Mag 7

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It’s Sunday.

The software sector’s AI panic may finally be fading.

After months of fears that AI could disrupt traditional software companies, Salesforce and CrowdStrike helped flip the narrative with earnings that showed en...

21 days ago
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