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Jon’s Thoughts

Jon Chu

I write about attractive opportunities in the market and occasionally other things. Not investment advice.

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Substack
PricingFreemiumPublishesWeekly
Issues35Founded2 years agoLast Issue12 days ago
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Artwork for Jon’s Thoughts

Latest Issues

Portillo's Inc. $PTLO Part 3

The market hates Portillo's right now. I still love it.

Disclaimer: This is not investing advice. Everything written here is my own opinion and is for informational purposes only. Everything written here is subject to my own errors, biases...

12 days ago
1
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Baker Hughes Co. $BKR Part 1

Disclaimer: This is not investing advice. Everything written here is my own opinion and is for informational purposes only. Everything written here is subject to my own errors, biases, and other types of mistakes. You should do your own res...

a month ago
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Investing Stories Part 3

Rule Breaker Investing by David Gardner has become one of my favorite investing books of all time, and it’s certainly the best investing book I’ve read in the last few years. It was just published last September, so it is still somewhat new...

a month ago
1

Ideas Radar #5

Another batch of first-glance ideas to look through

Disclaimer: This is not investing advice. Everything written here is my own opinion and is for informational and entertainment purposes only. Everything written here is subject to my own...

2 months ago
1
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Good Times $GTIM Part 4.5

How Denver's record-breaking warm winter could help break peak pessimism for Good Times

Disclaimer: This is not investing advice. Everything written here is my own opinion and is for informational purposes only. Everything written here is...

2 months ago
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