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CG Investing

Real portfolio. Real research. Real talk. CG Investing cover long-term investing, current market positions, Roth IRA and 401k, LEAP options, and deep dives on individual companies Just sharing the journey and everything I learn along the way

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues15Founded5 months agoLast Issue2 months ago
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Latest Issues

The Mental Game of DCA

What DCA actually is

Dollar-cost averaging is buying into a position over time, regardless of price, without trying to nail the perfect entry.

Forget the idea that it has to be a fixed dollar amount on a fixed schedule. That’s one ver...

2 months ago
8
1

Zeta Global’s best quarter yet, and the stock dropped anyway

Zeta reported Q2 2026 results this afternoon, and on paper it’s hard to find much to complain about. Revenue, margins, free cash flow, GAAP profitability, all up sharply. The company also raised guidance for the twentieth straight quarter....

2 months ago
6

Weekly portfolio update: down 2.2%

The good trade, the ugly earnings performance, and ZETA on deck

The portfolio finished the week down 2.2%.

2 months ago
4
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SoFi Q2 2026 Recap: record revenue, record members, and a 9% drop

SoFi reported Q2 2026 earnings on Wednesday, July 29, before the market opened. By almost every operating metric, it was the best quarter in company history. Revenue hit a new record. Members hit a new record. Loan originations hit a new re...

2 months ago
3

Weekly portfolio update: down 3.50%, earnings week ahead

New position, a covered call win, a spread that got away from me, and what I’m watching this week

This is the first entry in a new weekly series. Every week I’ll lay out exactly what happened in the portfolio for paid subscribers to see. C...

3 months ago
2
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  • CG Investing

    Real portfolio. Real research. Real talk. CG Investing cover long-term investing, current market positions, Roth IRA and 401k, LEAP options, and deep dives on individual companies Just sharing the journey and everything I learn along the way

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