JB Global Capital
Jack Beiro, Simone PortaroA finance-focused newsletter for fund tracking, investment research, and business commentary.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 33 | Subscribers | Read | jbglobalfund.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Q3 2024 Investor Letter
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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...
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Authors
The writers behind this newsletter.
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.
Mathematician from Catania (Italy). Ph.D. in Applied Mathematics. Business and finance enthusiast; focused on quality investing and value propositions.
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