Dom's Substack
McLean Equity ResearchOwner Earnings analysis, Moneyball stock picks, real cash edges, and free weekly breakdowns using the MER proprietary model
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 41 | Founded | 6 months ago | Last Issue | a month ago |
| Active | |||||
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mcleanequityresearch.substack.comLatest Issues
Pick of the Week: The Investment Bank Nobody Talks About
Dom here.
It does not have a prop trading desk. It does not take deposits. It does not have a balance sheet full of loans that can blow up in a credit cycle. What it has is an advisory business that generates fees when deals get done, a le...
Pick of the Week: The Most Hated Cash Machine on the NYSE
Dom here.
The government just taxed it. Fintech disrupted it. Immigration policy pressured its customer base. The stock is down more than 50% over three years and trades under $9 a share. If you were building a bear thesis from scratch, yo...
Pick of the Week: The Quiet Monopoly Inside Your Pocket Generating 105% FC Margin
Editor's note: Most weeks the Pick of the Week is a tight summary built around our MER metrics and platform data. This week is different. CRUS earned a deeper look, so we are giving it one. The MER data is here, woven throughout, but this a...
Equities: How We Separate the Good Ones from the Bad Ones
Dom here.
Most investors are swimming in numbers. Revenue, EPS, EBITDA, “adjusted” this, “normalized” that. Wall Street loves layering complexity on top of complexity, and somewhere in all that noise, the actual question gets lost.
The ac...
Pick of the Week: Westlake Chemical Partners
Dom here.
What WLKP Actually Is
Before we get into the numbers, it helps to understand what WLKP actually is, because the label “commodity chemicals” undersells the structure considerably.
Westlake Chemical Partners is an MLP formed...
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Playing Moneyball with stocks: Measuring true Owner Earnings. Catch our Wednesday free pick with model, charts, thesis. No paywall. Measure the cash, not just the story.
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