Mexican Investor
A newsletter about investing. You'll find deep dives, overlooked companies, portfolio updates, market observations, and the occasional investing lesson that changed how I think.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 101 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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mexicaninvestor.substack.comLatest Issues
The Hidden Winners of the Data Center Boom - Mexican Investor
The data center boom
Data centers aren’t exactly a new business, they were already cloud computing, streaming platforms, enterprise software and pretty much everything we do online loooong before ChatGPT became mainstream and part of ev...
AI Is Coming For SaaS - Mexican Investor
I don’t think the market fully understands what AI is about to do to software.
For years, software companies benefited from the fact that building good software was hard, expensive, and time-consuming. That created barriers to entry and if...
3 Small-Caps in 3 Minutes #9 - Mexican Investor
This section started from a simple idea: there are many high-quality, investable small caps that remain largely undiscovered. In my own investment universe, I come across more of these companies every month, but writing a full deep dive on...
Lifeway Foods - Mexican Investor
Business Model
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Ticker: LWAY.
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Stock Market: NASDAQ.
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Industry: Packaged Beverages.
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Market Capitalization: $369M USD.
Lifeway is a company I started investing in in July 2024 and ended up selling in September of that...
I'm Losing Money in a Bull Market - Mexican Investor
Amazing 2026, but not for me
We’re having a spectacular year for the stock market, but not for me.
It’s not that I’m underperforming by a few percentage points and it feels like a “well, you can’t always beat the index” year. It’s tha...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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A newsletter about investing. You'll find deep dives, overlooked companies, portfolio updates, market observations, and the occasional investing lesson that changed how I think.
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