Writing about mainly my own investment ideas generated by going through thousands of stocks and following them for the long-term.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 84 | Founded | 4 years ago | Last Issue | 19 days ago |
| Active | |||||
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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...
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...
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...
Ahead of the rest
Investment Idea
Hello, Thank you for reading this new write-up. Today I will write about hidden winner emerging from operational difficulties. It established itself as unique technology provider to blue chip customers. Over the years it ha...
Final Catalyst in an Already Great Story
Investment Idea
Hello, I recently highlighted more focus on the special situations. While I found interesting things, I will get to the company I have literally under my nose, because I truly believe it has transformed into one special sit...
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Authors
The writers behind this newsletter.
Doing A-Z approach in global markets to generate infinite amount of investment ideas and writing about them.
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