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| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 215 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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jimmysjournal.substack.comLatest Issues
The 7 Secret Moats for Long-Term Outperformance
Hi Investor! 👋🏼
What makes a great business stay great?
Growth, high margins, and even a high ROIC are easy to identify…
What’s much harder is understanding (i) why those economics exist in the first place - and, more importantly, (ii)...
Meta Platforms ($META): AI Agents Are Here
Ecosystem, monetization potential, use cases, and long-term implications
Hi Investor! 👋🏼
Weekend Reading: The Best of Jimmy’s Journal
Hi there 👋🏼
I know how it goes. During a busy week it’s hard to sit still long enough to get through the longer, more technical pieces. They pile up in the inbox with the best of intentions.
But now that the weekend is here, why not tak...
Credo ($CRDO) Deep Dive
Hi, Investor! 👋🏼
Credo ($CRDO) reported +115% y/y revenue growth last quarter, and yet the market punished the stock with a ~20% drop the following day.
Since reaching its ATH just a few months ago, the stock is now down nearly 45%…
So...
The Quality Check #1
Watchlist updates: $ANET, $CMI, $VEEV, $NOW and $APP
Hi, Investor! 👋🏼
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Authors
The writers behind this newsletter.
We help investors build long-term wealth through institutional-grade research. Former Professional Equity Analyst. Investing for over +13 years.
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