McDonough Investments
Jacob McDonoughInvestment Research and Analysis
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 33 | Subscribers | Read | mcdinvestments.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Biglari Holdings (BH) - In Defense of Sardar Biglari
*Disclosure: I have owned shares of BH since 2021 and it is one of my largest positions1
Beenos - The Spawner
Beenos (3328.JP) is currently my largest holding, and it’s a company I’ve written about in the past. Beenos is an entrepreneurial company with a low valuation. Although these alone are nice features, over time I have been appreciating one o...
Buyee - The Middleman
Beenos is currently my largest holding, and it’s a company I’ve written about in the past. Beenos is an entrepreneurial company with a low valuation. Although these alone are nice features, over time I have been appreciating one of its subs...
When Float Changed for Berkshire Hathaway
Note: This is basically the transcript of what I put out on The 10-K Podcast.
Authors
The writers behind this newsletter.
Founder and Portfolio Manager of McDonough Investments
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