
I uncover quality companies and long-term compounders through deep fundamental analysis. My goal is to give you actionable insights for informed, long-term investment decisions.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 35 | Subscribers | Read | danielsdeepdive1.substack.com |
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Today, we are coming back to Lotus Bakeries, a business I covered in detail about one year ago.
Today’s article is about David.
It’s autumn of 2019 and I’m sitting on a vessel in the middle of nowhere in the North Sea. The weather is exactly what you’d expect this time of year. Grey skies, steady wind, waves that make the ship roll constantly and make it hard to ign...
Breaking down recent developments and finding an entry price
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The writers behind this newsletter.
Fundamental stock analyst uncovering quality companies & long-term compounders through deep research. Giving you actionable insights for informed investing.
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