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 | 19 | Founded | 4 months ago | Last Issue | 5 days ago |
| Active | |||||
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convictionqueue.substack.comLatest Issues
Tom Lee & His Granny Shot ETFs
For investors like me who occasionally watch CNBC for information about specific stocks or just the general news of the day as it relates to markets then you’ve likely seen Tom Lee. Lee is the leading portfolio manager for Fundstrat.
Lee...
DoorDash: The AI Selloff Has Served Up a Buying Opportunity
While the AI boom has lifted plenty of businesses, it has also created casualties of perceived obsolescence. Recent leaps in Google's Gemini and Anthropic's Claude have stoked fears that entire categories of companies will be disrupted by a...
100 Subscribers and Semi-Annual Reporting
To begin, I just want to say a sincere thank you to everyone who has subscribed to the Conviction Queue. When I started this newsletter a few months ago, I really had no idea where the journey would take me or what my initial plans would ev...
Axon: An Exceptional Founder-Led Business for Long-Term Investors
Axon Enterprise, Inc. (AXON) is a company I have admired for quite some time. This is a growing business excelling in its niche market and its founder continues to lead this company in the right direction. I’ve been reluctant to buy shares...
Remitly: Moving Money, Moving Markets
Lately I’ve been on the hunt for some intriguing small and mid-cap stocks and I came across one founder-led business that recently turned profitable and has an growing TAM. That company is Remitly Global.
Let’s dig into the details of thi...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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