Helit | Mashkianit
Former institutional investment manager and stock analyst. Today, I apply my expertise to my personal portfolio—sharing my real-time allocations, comprehensive equity research, and market insights right here with you.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 6 | Founded | a month ago | Last Issue | 6 days ago |
| Active | |||||
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mashkianit.substack.comLatest Issues
Why I Don’t Buy Bonds (And Why SPCX Just Issued $20 Billion of Them)
The financial world is buzzing with the news of Space Exploration Technologies Corp. (SPCX) launching its inaugural investment-grade senior unsecured notes offering. Bloomberg and institutional desks report the issuance is aimed at a stag...
Buying the Uncertainty: Why Wall Street is Panic-Selling the World’s Spice King
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Most people have a bottle of McCormick paprika sitting on their spice rack right now. They’ve had it there for two years. It’s exactly half full. They will buy another one when it runs out, and they will do it without thinking twice....
What the S&P 500 Average Isn't Telling You
If you just look at the headline numbers on your phone, the market looks amazing. The S&P 500 is up a comfortable +10.67% YTD (as of today, June 15, 2026). It’s easy to look at that and think, “Great, everything is going up, my portfolio is...
Re-Engineered, Reset, and Ready? The Turnaround Story of 3M
If you’ve ever washed dishes with a Scotch-Brite sponge, taped a box with Scotch tape, or used a Nexcare bandage, you’ve already been a 3M customer. That’s the entire investment case in one sentence: 3M is everywhere, and most people don’t...
Smoking Is Bad for Your Health. But Is It Still Bad for Your Portfolio?
Disclosure: This article is for educational purposes only and does not constitute investment advice or a substitute for personalized financial guidance. Data as of May 31, 2026. Investing in securities involves risk of financial loss, and p...
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The writers behind this newsletter.
Former institutional investment manager & analyst. Applying expertise to my portfolio, independently. Seeking value stocks with a margin of safety, a moat, or an overlooked story - sharing every move with you. Investor | Mother | Writer | All in.
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