New Horizons Investment
Chris Von HoeneAn educational investing publication that teaches new investors how hedge funds analyze businesses, markets, and risk.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 82 | Founded | 10 months ago | Last Issue | 10 days ago |
| Active | |||||
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THE WAITING GAME
What Are You Waiting For
The waiting is the hardest part, every day you see one more card, you take it on faith, you take it to the heart, the waiting is the hardest part. - Tom Petty
Enough in posting videos that describe this article...
Where the Money Goes
THE MONEY IS THE STORY
Almost home. The case studies gave you the sweet part first — this next stretch is the hard part. Two more themes to go, then the finale. It'll be worth it. Bear with me.
This is the fourth of five themes in my B...
F-L-Y-W-H-E-E-L: When a Thesis Becomes a System
The Big Wheel Keeps Turning
There is a point in every investment thesis when the question changes. In the beginning, the question is simple: Is the thesis right? Is the business misunderstood? Is the valuation attractive? Is the compet...
The Power of a Long Runway
Burry looks for what the market has mispriced. Sleep looks for what can compound. The great opportunity is finding a business where the market has underestimated not only the moat, but the length of time that moat can work.
The Question...
The Moat Nobody Sees
The Biggest Moats Don't Look Like Moats
Up front, I gave you the candy first — the three case studies: ABNB, IBKR, and MELI. Now comes the hard part where the next five themes from Burry and Sleep. Understand these, and the ending will t...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for New Horizons Investment.
| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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