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Welfare Capital Research

Welfare Capital

Independent equity research, focusing on high conviction long-term trade ideas and other compelling opportunities.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues29SubscribersRead welfarecapital.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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Authors

The writers behind this newsletter.

  • Welfare Capital

    I try to buy (and ideally hold) well-managed businesses with unique, in-demand products or services, high margins, high insider involvement, and attractive match-ups against competition. Generalist, but I like software, financials, and industrials.

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