Jbb121
Bullseye InvestingStock investor focused on value and quality of companies in the long term
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 19 | Subscribers | Read | bullseyeinvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Mondelez (MDLZ) - Margin Casualty or Mispriced Compounder?
Investment Thesis: Due to rising cocoa prices and transportation costs, a diversified palate of food products, and international recognition, I give Mondelez a rating of HOLD, with a one-year price target of $62, presenting 11% upside.
Bullseye Investing Quarterly Performance Guide
3 months ago, I began writing on Substack. Since then, I have written 16 individual-stock articles. How have each of the stocks I’ve written about performed since I wrote about them? Reflecting on both mistakes and successes is critical to ...
Roblox (RBLX) - Can the Growth Continue?
Roblox (NYSE: RBLX) began as a 2D simulation company in 1989. Since then, Roblox has developed into a multi-billion dollar gaming conglomerate, capturing significant market share in the younger generation. Roblox isn’t a game creator or man...
Two Under-The-Radar Stock Picks Poised to Benefit from AI Boom (but not priced like it)
A month ago, I wrote about Lumentum ($LITE), an optical communications company overlooked for its ability to influence AI development and be a beneficiary to the AI CapEx boom. Since then, its stock price has risen 34%. Now, I have identifi...
Authors
The writers behind this newsletter.
Uncovering overlooked growth stocks for the patient investor | High quality analysis of the hidden market-beating companies
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