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| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 196 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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jimmysjournal.substack.comLatest Issues
MercadoLibre ($MELI): The Paradox of Growth
"The best is yet to come"
One of our first posts to gain meaningful traction here on Substack was our investment thesis on MercadoLibre ($MELI), published in January 2025.
What I Learned After 8 Years Working as an Equity Analyst: Part II
Hi, Investor! 👋🏼
We recently reached 10,000 subscribers here at Jimmy’s Journal - and I don’t have the words to express how grateful I am for all your support along the way.
There have been countless weekends devoted entirely to creati...
Netflix ($NFLX) Deep Dive
Are you still watching?
Netflix ($NFLX) is one of those companies I had already been covering back when I worked as a buy-side equity analyst.
Portfolio Update: July 2026
Quality investing, Meta and Neoclouds...
Hi, Investor! 👋🏼
Amazon ($AMZN) and the Agentic Commerce Era
Source: Amazon, 2025.
Picture the shopping decision a year or two from now…
A person doesn’t open a website, scroll through options, or weigh a familiar brand against an unknown one anymore. They ask. An agent scans the market and returns...
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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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