Joseph's Substack
Joseph BlumenfeldMy personal Substack
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 17 | Founded | 3 months ago | Last Issue | 12 days ago |
| Active | |||||
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josephblumenfeld.substack.comLatest Issues
Update: Mastercard
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 hear that Mastercard, a relatively boring cred...
The Case for Uber
Uber: Not Just a Taxi Service, an Infrastructure Layer.
Uber has increased revenue by over 400% and has more than doubled the amount of trips taken in the last five years. They have turned Uber from a struggling business burning cash,...
The Case for Investing
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 care about your hard work, and allowing that s...
The Case Against Tesla.
Why I am writing about Tesla:
Tesla’s net income has fallen 75% from its peak. Its stock has tripled. If that sentence doesn’t make you uncomfortable, this article is for you.
- Elon Musk has been making promises about Tesla for o...
The Case for Amazon
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 love as the rest of the tech stock...
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| 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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