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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
Issues90Founded4 years agoLast Issue11 days ago
Active

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Latest Issues

Launch It.

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...

11 days ago
11
10
Paid

Aces high

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...

13 days ago
11
1
Paid

Big in Japan

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...

a month ago
17
4
Paid

4+1

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...

a month ago
36
5
Paid

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....

2 months ago
12
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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