Dirty Water Stonks
Dirty Water AnalystA collection of my thoughts and learnings as I build an investment portfolio that seeks to achieve long term growth.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 6 years ago | Last Issue | 2 months ago |
| Active | |||||
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beantownstonks.substack.comLatest Issues
Quick Dive: Opportunity in Medical Devices
As a self-described value investor I’m always looking for beaten-down stocks with underlying fundamentals that defy the overly-negative narrative. While the health care sector has traditionally been an area of relative stability and growth,...
Odds & Ends: My portfolio, process & some quick hit stock profiles
The last couple ideas I have posted here (GENI, TE) have not worked well – so I figured I will attempt to bolster my reputation as an investor a bit by sharing some of the other ideas in my portfolio. I’ll give some quick thoughts on person...
Update: Genius Sports (GENI)
Since I first posted on this idea, the price action has been ugly… there’s no other way to put it. I published at $10/share just ahead of the GENI’s 12/3 Investor Day, where they shared some promising forecasts which aligned with my expecta...
Quick dive: T1 Energy (TE)
As a follower of the solar industry and the energy transition theme in general, T1 Energy (TE) has been a name that’s come across my radar recently and gained a lot of attention from clean energy investors. There are investors out there who...
Investment Summary: Genius Sports (GENI)
Summary: A recent pullback in shares of Genius Sports (GENI) offers an attractive entry point into a long-term secular growth story. As GENI capitalizes on growth of online sports betting and realizes incremental margins above the level ass...
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The writers behind this newsletter.
Boston-based investment analyst with value-oriented style seeking opportunities in secular growth markets with temporary valuation headwinds. *Seeking new analyst seat at like-minded fund *All my own writing, never AI generated
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