
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 | 90 | Founded | 4 years ago | Last Issue | 11 days ago |
| Active | |||||

Conversation with the Company
Hello, In 2022 I invested 29% of my portfolio into Solitron Devices. At the time the thesis was based on realocation of property which temporary decreased earnings power. The thesis played out as expected in l...
additional research
Hello, I have been talking about one unique US company now for a year. At the beginning, I thought I was buying unscreenable high quality turnaround emerging from operational difficulties, while major catalyst seemed ju...
Conversation with the Company
Hello, Month ago I introduced what I believe was a unique Japanese company and established almost 9% position in my portfolio. A month went by and I had a chance to talk to management and ask carefully selecte...
Hello, It has been already four years since starting this blog and it has been one year of transition to paid version.
Hello, It has been already four years since starting this blog and it has been one year of transition to paid version. I...
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....
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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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