Helping you build wealth with insight on quality stocks.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 317 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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investinassets.netLatest Issues
Buying a New Tech Compounder 🚀
Massive growth, deep moat, attractive valuation
Hi investor 👋
The Hardest Part of Investing Has Nothing to Do With Stocks 💎
Doing nothing.
Long-term investing is usually framed as a test of intelligence.
It isn’t.
It is a test of temperament under boredom.
The hardest part of long-term investing is not:
-
Finding good businesses
-
Understanding economi...
Terry Smith's Radical Shift in Strategy 📈
Hi, investor 👋
Terry Smith, the legendary quality investor, just made the biggest strategy shift of his career.
For 20 years, his playbook was simple: buy great companies, pay a fair price, hold forever.
That approach made him one of t...
Why I'm Bullish on Amazon 🛍️
Amazon Web Services is now a $169 billion annualized revenue business.
In Q2, it grew 36.7% year over year with an operating margin of 39.3%.
That is the fastest growth AWS has posted in 18 quarters, back when the business was less than...
Broadcom: The AI Arms Dealer That Wins Regardless 💽
Every AI investment thesis eventually runs into the same question:
What if you picked the wrong winner?
Nvidia versus custom silicon, Google versus OpenAI versus Anthropic, GPUs versus XPUs.
Broadcom’s entire investment case is built o...
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Helping you build wealth with insight on quality stocks. Long-term investor. Building a $1 million stock portfolio \ud83e\udde0
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