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 | 30 | Founded | 7 months ago | Last Issue | 4 days ago |
| Active | |||||
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convictionqueue.substack.comLatest Issues
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...
Lululemon - Hot Pants, Ice Cold Stock
Apparel companies have always caught my eye. Especially as a “sneaker-head” companies like Nike and more recently On, have not only caught my eye as a consumer but also as a investor.
I’ll admit I’ve been burned on apparel companies as so...
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Authors
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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