
Straightforward Quality Investing – Actionable & Insightful Analysis. Written by Niklas, a young and self-taught investor.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 322 | Founded | 4 years ago | Last Issue | 13 days ago |
| Active | |||||

Breaking down the Avis loss, covenant risk, and worst-case valuation scenarios for Verra Mobility
Every investor has bad habits, one of mine is checking my brokerage app way too often for a long-term investor. Sometimes there are errors an...
Luxury Logistics Hiding Behind a Famous Name
Yesterday evening, as I was scrolling through Twitter, everybody was talking about the new Ferrari car. The first EV in the company’s history….and they all hated it. I am not a car person, to me...
Genesis AI, rising deal sizes and platform expansion could drive a new phase of growth.
For years, the core debate around Cellebrite centered on one question: how durable is its phone unlocking moat? It seems like a cat and mouse game betw...
A Picks-and-Shovels Play on the BESS Boom
Energy is a hot topic nowadays as everybody is rushing into data centers, while the grids are already strained from the build out of EV infrastructure and renewables like wind or solar energy. Rene...
It has been one and a half years since I posted my quick personal update about leaving my job as a software developer. A lot has changed since then and I want to quickly talk about that. While I liked the first few years at my last (and fir...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
Making investing simple. I’m a self-taught investor searching for high-quality businesses with a long-term edge at cheap prices. Follow along for clear, actionable insights. | Entertainment only, no financial advice.
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