Marius Čiuželis
Investment ideas with practical insights managing own and M. Ciuzelis Charity Foundation’s Endowment Capital
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 111 | Founded | 7 months ago | Last Issue | 7 days ago |
| Active | |||||
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mciuzelis.substack.comLatest Issues
#25 weekly recap
A strategic portfolio reallocation to explore existing & emerging opportunities, and a strong Friday's closure sparking continuous buyout rumours for major positions.
Summary
Portfolio decomposition
Allocation, entry prices, exit targets, background with bullish/bearish arguments.
As per subscribers’ request, please find below the main stock positions in the Endowment’s trading portfolio with allocation size, entry levels and exit tar...
JUN 23 update
Market news and events impacting portfolio positions
Despite the lowest oil price since early March, the market continues to slide, fearing inflation and higher rates after the hawkish new FED chair.
JUN 18 update
When the FED talks, individual stock updates become irrelevant. When the newly elected FED chair talks, irrelevance becomes even bigger, as nobody knows what to expect.
Kevin Warsh just chaired his first FOMC meeting. The FED held rates a...
JUN 17 update
Market news and events impacting portfolio positions
In focus: BZUN, DXYZ, IMRX and the first FED interest rate decision led by K. Warsh.
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Marius Čiuželis.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #125 |
Authors
The writers behind this newsletter.
Investment ideas with practical insights managing own and M. Ciuzelis Charity Foundation’s Endowment Capital
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