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 | 8 | Founded | 2 months ago | Last Issue | 20 days ago |
| Active | |||||
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mashkianit.substack.comLatest Issues
A short Lesson in Leverage: The Book That Changed the Way I See the World
When I was 16 years old, my mother handed me a book: ‘Rich Dad Poor Dad’ by Robert Kiyosaki.
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Like any typical teenager, my plate was already full. I was completely caught up in school exams, hanging out with friends, and j...
The Invisible Walls of Institutional Investing (And the Freedom of Going Solo)
This time, I want to focus on something a bit different.
This isn’t another article about a cheap stock or an investment opportunity I’ve analyzed. There will always be more stocks to cover in the future. But this time, I want to sh...
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...
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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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