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 | 16 | Founded | 4 months ago | Last Issue | 7 days ago |
| Active | |||||
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convictionqueue.substack.comLatest Issues
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...
Bitcoin & Everyone Is Lying to You for Money
A few weeks ago, a buddy and I went to see Everyone Is Lying to You for Money, the new documentary written, directed by, and starring Ben McKenzie. If that name sounds familiar it’s because Ben McKenzie is an actor with notable roles as Rya...
Q1 2026 Earnings Edition - 3 High Conviction Stocks
Now that Q1 2026 earnings are mostly behind us, I wanted to discuss the three stocks within my portfolio that caught my attention and that I currently have the most conviction in. I’ll go from mild, medium or my spiciest take as I discuss t...
Procore - Turnaround Potential for this SaaSpocalypse Victim
Like many SaaS players, 2026 has been a rough year for Procore Technologies. Yet, this business finds itself in the driver’s seat in a niche market, one that potentially will have the AI capabilities to keep their steady and growing custome...
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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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