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Artwork for JB Global Capital

JB Global Capital

Jack Beiro

A finance-focused newsletter for fund tracking, investment research, and business commentary.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues33SubscribersRead jbglobalfund.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Q3 2024 Investor Letter

October 2, 2024

a month ago
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Q2 2024 Letter

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4 months ago
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Selling StoneCo Ltd. (STNE)

As of May 9th, 2024, we have sold our entire position in the Brazilian merchant acquirer business StoneCo , for a net return after tax considerations of 61.4%. This sale provides us with an opportunity to discuss our thinking when it comes...

6 months ago
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Alibaba Group- Q4 FY’24 Review

#### Company Profile:

6 months ago
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Authors

The writers behind this newsletter.

  • Jack Beiro

    Investor from New Jersey. MBA from Kean University, working in Public Finance. Starting this newsletter as a passion project; a place to crystalize high-quality investment ideas.

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