Conviction Queue
Through the Conviction Queue, I focus on identifying quality, founder-led businesses at attractive valuations. My primary goal is to provide deep analysis on companies with sustainable growth potential that are built to be held for years.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 31 | Founded | 8 months ago | Last Issue | 10 days ago |
| Active | |||||
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convictionqueue.substack.comLatest Issues
Two Anti-AI Stocks Worth Considering After Q3 Earnings
This week I want to touch on two stocks that I’ve covered previously but I believe are worthy of checking in on. Both are what I’d consider anti-AI plays and both are trading at much more attractive valuations compared to earlier in the yea...
Top 5 Stocks For 2027 from Dan Ives
There are a few analysts I like watching and listening to on CNBC and one is Dan Ives. His clothing can be pretty outlandish yet IVES does know this tech stocks as he has covered technology stocks for more than 25 years, the last eight as M...
Fiverr is Falling
From a business perspective, I believe AI has over-promised and under-delivered to a large extent. However, it’s clear that some businesses are using AI correctly and I’d also say AI isn’t going away. That being said, there are some busines...
Garmin - Great Business Priced For Perfection
You’ll see many folks wearing smart watches these days and while the Apple watch is still popular, Garmin has carved out a nice niche within wearables too. However, Garmin is far more than just watches. Let’s dive in this business as I disc...
Build-A-Bear Workshop - Value Play or Falling Knife?
Like famed investor Peter Lynch has stated, sometimes the best ideas come from the wild and just being out and about.
As a parent, I get ideas from my kiddos to see what they are interested in. Build-A-Bear Workshop (BBW) is one store my...
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The writers behind this newsletter.
I am a CPA and financial consultant with over two decades of experience in financial reporting. Through the Conviction Queue, I focus on investing and personal finance
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