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The Growth Spec $

DARZA

Mechanical Engineer \ud83d\udc77 | Value Investor \ud83d\udca1 Subscribe for unique insights on investing books, financial terms, investors and stock deep dives. Not financial advice.

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Substack
PricingFreemiumPublishesWeekly
Issues59Foundeda year agoLast Issue6 days ago
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Latest Issues

The Growth Spec $ Is Improving!

Hi Folks 👋

I started The Growth Spec $ because I couldn’t find the kind of investing writing I myself wanted to read.

Not conclusions without reasoning. Not opinions without structure. And not ideas presented without any sense of how t...

6 days ago
7

How to Find Monopoly-Like Companies That Outperform the Market

Book Image Source: LinkedIn

Hi Folks 👋

Welcome back to the Growth Spec $.

Today we are reviewing Peter Thiel’s Zero to One, co-written with Blake Masters and published in 2014.

The book started life as notes from a Stanford lecture ser...

14 days ago
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6

My Investment Strategy

Hi Folks 👋

Today, I want to give you a proper introduction to The Growth Spec $ Investment Strategy.

It is the approach I have been developing and refining over the last couple of years, and one I expect to continue refining for many mo...

21 days ago
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Should I Sell or Hold My Falling Stock?

The behavioural bias that leads investors to lock in losses or ride winners into ruin.

Watching a stock you own fall steadily over days, weeks, or months produces a specific kind of psychological pressure that is difficult to describe unle...

a month ago
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How to Achieve a Portfolio Compounding Annual Growth Rate of 29.2 %

Hi Folks 👋

Welcome back to The Growth Spec $.

In today’s post, we’ll break down the core ideas behind Peter Lynch’s investing philosophy (the one that allowed him to achieve a 29.2 % CAGR throught his investing career), explore which ins...

a month ago
22

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    I respond to investing questions, share research, stock ideas, deep dives, market insights, and investing frameworks. Not financial advice.

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