Reletter
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Fundasy Investor

William

Fundamentally driven stocks that have qualitative advantages explained in a simple manner!

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Substack
PricingFreemiumPublishesMonthly
Issues35Founded5 years agoLast Issue4 months ago
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Latest Issues

Document the Process: H1'2026 Gameplan

My Portfolio Actions to Enter 2026 with My Largest Investment To-Date

Hello Subscribers,

4 months ago
14
8
Paid

Shift4 Payments: The End-to-End Card Present Network

A Unique M&A + Organically Growing Compounder

Formally documenting my Shift4 Analysis is something I’ve promised many times in the past, even stating on August 5th ($86/share) for Subscribers to expect a writeup in 2 weeks. Luckily for Sub...

7 months ago
29
Paid

Document the Process: H2'25 Gameplan

My System to Manage the Volatility

Dear Mr. Fundasy,

10 months ago
6
Paid

Oscar Health: The New Age Health Insurer

My Research, Assumptions, and IRR over my Newest Core Position

Dear Mr. Fundasy, It has been nearly 4 months since I found a new position to write about since our Nu Holdings article came out on February 26th, 2025. Obviously, I gave a por...

a year ago
32
4
Paid

Portfolio Updates

Updating my Subscribers on My Process & Thoughts

Dear Mr. Fundasy, This will be a Paid Post for you only. I promised you a Private Investment Analyst for the low price of $100 per year. I'm updating you this weekend, due to it being a "maj...

a year ago
4
Paid

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  • William

    Hi, I'm William (Twitter: @FundasyInvestor) - a finance writer who simplifies investment concepts, focuses on profits and business models. With a passion for storytelling, I enjoy bringing investing to life in an engaging way!

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