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 | 22 | Founded | 5 months ago | Last Issue | 6 days ago |
| Active | |||||
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convictionqueue.substack.comLatest Issues
HACK: The Easy Way to Invest In Cybersecurity
Warren Buffett often talks about investing within one’s “circle of competence.” It’s an investing philosophy I follow as I like to understand a business well before I put my capital to work.
Cybersecurity is one such industry as it’s a co...
SpaceX - No Matter the Results, Don't Buy
Earlier this year, I stated SpaceX wasn’t a buy due to it’s crazy valuation and I highlighted five other space related companies I’d rather invest in. You can find that article here:
Today I want to touch on why I’m still avoiding SpaceX...
Vita Coco: Promising Leader in Niche Market
It’s no secret that younger generations are consuming less alcohol, Gen Z especially as this graphic illustrates:
Why Gen Z is looking for alternatives, one beverage in particular is seeing a rise in consumption thanks in part to young con...
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...
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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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