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Let it Compound

Let's compound our wealth and knowledge together. Compounding is simple, investing is hard. By honing our skills as investors - through deep research and arming ourselves with knowledge - it becomes a little easier.

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Substack
PricingOnly free issuesPublishesWeekly
Issues28Founded3 years agoLast Issue5 days ago
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Latest Issues

One ETF to Fade the Corroding U.S. Hegemon

The U.S. hegemon is corroding.

This isn’t a political statement; it’s a reality.

The world is being held hostage by a single waterway: the Strait of Hormuz.

Because of the sheer uncertainty, JPMorgan just gave up on forecasting oil price...

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Nike (NKE) - Searching for Capitulation

Classes will be taught on Nike’s recent failures.

It’s a highlight reel of poor decisions.

Because of them Nike’s stock is down around 80% from its high.

Nike (NKE) Stock Price

Source: Stock Analysis

This article isn’t about Nike...

10 days ago
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$CRDO: What the Charts are Saying

In the great words of Mugatu:

That’s my take on Credo ($CRDO). Right now the consensus on Substack/Twitter is Credo a screaming opportunity.

Note: This one might not be as polished for the sake of getting it out.

And as I’ve said before,...

15 days ago
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Altria (MO) - Trade Setup/Sell Breakdown

Smoke’em while you got’em.

Or whatever the equivalent is for nicotine pouches.

Lip’em while you got’em?

Either way.

In this post I’m quickly looking at the setup for why I bought Altria (MO), why I recently sold, and the price levels an...

17 days ago
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Gener-Yack

They are noisy.

They are energy and water sucks.

And seemingly nobody wants one in their backyard.

I’m talking about data centers.

Yet, because AI is the chosen path for our future - or that’s what those at the tippy top are pushing – w...

24 days ago
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  • Let it Compound

    Equity analyst previously covering global macro, tech, and commodities for long-only strategies. Former boutique CPA firm partner. Mostly focused on raising our two toddler boys. Not investment advice.

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