Joseph's Substack
Joseph BlumenfeldMy personal Substack
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 17 | Founded | 7 months ago | Last Issue | 4 months ago |
| Active | |||||
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josephblumenfeld.substack.comLatest Issues
Update: Mastercard
Why I just doubled down on the payment giant.
Mastercard was previously one of my smaller holdings. In a market dominated by AI hype, when every company connected to AI seems to be shooting up 20% every other day, it might be surprising to...
The Case for Uber
Uber: Not A Taxi Service, An Infrastructure.
Uber: Not Just a Taxi Service, an Infrastructure Layer.
The Case for Investing
Why putting your money to work is essential.
Why invest? Investing in a company, or a group of companies isn’t something that is natural to most people. After all, you are relinquishing your money, handing it over to a system that doesn’t...
The Case Against Tesla.
The Musk Premium Won't Last Forever.
Why I am writing about Tesla:
The Case for Amazon
The two trillion dollar startup.
2020 was the year of Tesla. 2021-2024 saw total market domination from Nvidia. 2025 Google surged ahead with 65% returns in a single year. And yet, there has been one tech company who has not seen the same...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Joseph's Substack.
| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Fundamentally researching different companies focusing on quality, growth and long term compounders.
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