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Kreuzmann’s Ideas

Jakub Kreuzmann
Hundreds of paid subscribers

Writing about mainly my own investment ideas generated by going through thousands of stocks and following them for the long-term.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues86Founded4 years agoLast Issue10 days ago
Active

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Latest Issues

Pitstop!

Conversation with the Company

Hello, Sometimes the investment world brings unexpected things upon us and that is exactly why we love what we do. I have seen lots of unexpected things already, but each time they exceeded the previous ones....

10 days ago
11
Paid

F(u)natism

Investment Idea

Hello, Over the last few weeks/months I have been looking into Japanese (mega)trends/themes to find the right investment. I think there are three trends (excluding the AI) hapenning at the same time that I have been able to...

20 days ago
25
Paid

Crossing the river

Hello,

Running a paid substack gave me more time to also share free ideas or research about companies I dove deeper into. The reason I am doing that is simple. As of today I do not own shares but we all can be better investors if we come a...

a month ago
31
4

Odd-Ball thief

Where the thesis heads

Hello, I’ve recently been conducting maintenance diligence on several micro-caps I follow. This is another underfollowed and, in my view, underappreciated growth story in North America. The company generates very hig...

a month ago
7
Paid

Coiling the spring

Position Increase

Hello, I believe recent developments at one of my portfolio positions have turned it into a coiled spring. Following the arrival of a highly experienced management team, this nano-cap already equipped with a superior prod...

2 months ago
7
Paid

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Authors

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  • Jakub Kreuzmann

    Doing A-Z approach in global markets to generate infinite amount of investment ideas and writing about them.

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