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| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 184 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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jimmysjournal.substack.comLatest Issues
Amphenol ($APH) Deep Dive
Where data centers, space, robotics and electrification converge...
Hi, Investor! 👋🏼
Portfolio Update: June 2026
What went right, what went wrong, and how we're positioning ourselves going forward
Hi, Investor! 👋🏼
GE Vernova ($GEV) Deep Dive
Much more than just gas turbines...
Hi, Investor! 👋🏼
Trade Alert #13: Finding Quality Beyond the Hype
Two new additions, one new tracking position, and a portfolio reallocation
Hi, Investor! 👋🏼
Why Founder-Led Companies Outperform?
Hi, Investor 👋🏼
I’m Jimmy, and welcome to another edition of Jimmy’s Journal.
You’ve probably seen that chart showing that founder-led companies tend to outperform the broader market over the long term.
The Magic of Founder-led Compani...
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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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