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Natan’s Substack

Natan

My personal Substack

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues20Founded2 years agoLast Issuea month ago
Active

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nataninvesting.substack.com
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Latest Issues

Q1 2026 Portfolio Update

Welcome to my quarterly portfolio update! From now on, you’ll find quarterly updates on my portfolio performance right here.

For more frequent, real-time updates, make sure to follow me on my X page: nataninvesting.


To stay updated...

a month ago
54
8

Q4 2025 Portfolio Update

Welcome to my quarterly portfolio update! From now on, you’ll find quarterly updates on my portfolio performance right here.

For more frequent, real-time updates, make sure to follow me on my X page: nataninvesting.


To stay updated...

5 months ago
44
8

Q3 2025 Portfolio Update

Welcome to my quarterly portfolio update! From now on, you’ll find quarterly updates on my portfolio performance right here.

For more frequent, real-time updates, make sure to follow me on my X page: nataninvesting.


To stay updated...

8 months ago
52
16

Natan's Notes #12: I bought more TMDX

Welcome to Natan's Notes! A quick weekly update on the stocks that I cover, the opportunities I’m exploring, and the thinking behind my portfolio allocation.

Here’s what’s on deck this week:

  • Here’s why I believe TransMedics is deeply...
8 months ago
34

Natan's Notes #11: PDD, terrible management?

Welcome to Natan's Notes! A quick weekly update on the stocks that I cover, the opportunities I’m exploring, and the thinking behind my portfolio allocation.

Here’s what’s on deck this week:

  • A brief recap of Q2 numbers

  • Masterclas...

9 months ago
23
1

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  • Natan

    24y-old Contrarian Investor

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