I write about high-quality stocks with 10x return potential. Learn about the best small cap stocks you’ve never heard of at austin.substack.com
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 292 | Founded | 8 years ago | Last Issue | 12 days ago |
| Active | |||||
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austin.substack.comLatest Issues
Full Portfolio With Tickers
All, someone brought it to my attention that the screenshots did not have the Tickers.
All, someone brought it to my attention that the screenshots did not have the Tickers. So that’s the only change in this email from the one I just sent.
New Buy + Full Portfolio
Just added to our
Just added to our
Perimeter Solutions (PRM) Q2 Earnings Review
Is the thesis broken?
Perimeter Solutions reported earnings last week and the stock fell as much as 20% before settling down about 18% to roughly $30.61. PRM has been a strong performer in the portfolio, so it’s good to check in after a dr...
PORTFOLIO UPDATE +251%
Using volatility to our advantage
Investors,
Buying More META Before Earnings
Just added 3% to META making it 18% of the portfolio.
Just added 3% to META making it 18% of the portfolio. Tied for my largest position.
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Authors
The writers behind this newsletter.
I simplify investing for busy people. Building a $1 million portfolio of high-quality businesses. I write about quality stocks, investor mindset, and my mistakes.
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