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JM Investments

JM Investments

Independent investing research, stock analysis and portfolio insights. I share the ideas, valuations and lessons that shape my own investing decisions - focused on finding quality businesses, managing risk, and compounding wealth over the long term.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues15SubscribersRead jminvestments.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

JM’s Top Stocks for the Week: 13th April 2026

This week I am looking at two stocks trading at multi-year support levels with strong fundamentals to back them up.

3 days ago
12
2

Nebius Group (NBIS): Post Q4 '25 Update

Nebius Group released their Q4 2025 and FY 2025 results on 12th February - here are my thoughts on those and some of the news that has come out since.

12 days ago
5
0

JM’s Top Stocks for the Week: 8th March 2026

If you are new here, below I will outline a few of my favourite stocks to watch right now, what I am looking for and why.

a month ago
10
0

JM's Top Stocks for the Week: 23th February

Following on from my article last week, I once again want to discuss some of the stocks I am watching and think could be good buys in the coming week.

2 months ago
11
3

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Authors

The writers behind this newsletter.

  • JM Investments

    High-conviction stock analysis combining fundamentals and long term-holding with technical analysis and swing trades. Covering mispriced growth opportunities, hidden small caps and asymmetric bets.

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