Focused Investing
Paul DrakeShares my research and activity as an investor. My investing is very focused, at present on REITs and energy. The reasons are to find underpriced stocks by means of detailed knowledge and to generate growing dividend income to support my retirement.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 118 | Subscribers | Read | focusedinvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Evolving Context: Focused Investing Update for October 2024
Any investment author worth their salt stresses that individual context is an essential element of portfolio construction and investment decisions. My own context has just changed.
Brief Note on W.P. Carey Disclosures
We see some entertaining changes in what is disclosed in the W.P. Carey Q3 earnings call.
Trade Alert: A Mining Company
Details of my venturing back into the mining space.
Anglo American Platinum Ltd
Having recently made the broad case that the future was promising for miners of Platinum Group Metals (PGMs), the next step was to look at specific companies.
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Authors
The writers behind this newsletter.
Award winning scientist and professor who turned to investing and writing on investing beginning in 2019, building on a lifelong interest. Investing is very focused on niche markets. Has done well so far.
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