Marc’s Substack
Marc GersteinMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 116 | Subscribers | Read | gerstein.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Editas Medicine: Three Strikes And It's Out, Or Third Time's The Charm?
Gene editing seems like a great idea: instead of masking the symptoms of disease, we actually change the genes to bring permanent change that actually removes the disease.
Rigetti Computing: I Caught The Falling Knife, And My Hand Never Felt Better!
It’s tempting to jump in and bargain hunt among stocks that crash hard, but many warn against trying to catch a so-called falling knife.
Don't Fear Sterling Construction's High P/E: EPS Will Probably Beat Analysts' Projections
Sterling Construction’s recent acquisition of CEC Facilities Group has the potential to be transformative.
I'll Miss EMCOR's Former Obscurity, But This New S&P 500 Member Is Still A 'Buy'
Consistent with one of the tenets of my favorite investment guru, Peter Lynch, I love obscure, underfollowed stocks. (Of course, we also want good fundamentals and good valuation!).
Authors
The writers behind this newsletter.
I have long specialized in rules/factor-based equity investing strategies. I combine that with the underlying theories of finance including classic fundamental analysis to get the true story of a company and its stock.
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