Value buyer and growth holder. Global equity research for ambitious investors who love businesses. Obsessed with quality & disciplined valuation. Process- & data-driven. No hype, just deep analytical work for the patient minority. 10y+ in equities.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 344 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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126 New Investment Ideas from Wall Street’s Best Stock-Pickers (Part 2)
An itemized breakdown of new positions, re-entries, and conviction adds across global markets.
Welcome back to Part 2 of our “new ideas from underfollowed portfolio managers” series – a briefing built exclusively for our paying members.
Let's talk stocks with Rene and Marc
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126 New Investment Ideas from Wall Street’s Best Stock-Pickers (Part 1)
An itemized breakdown of new positions, re-entries, and conviction adds across global markets.
If you read my 2025 piece Shameless Cloning 2.0, you know I have spent years refining how I track the best capital allocators in the world.
I Spent an Hour on This. You Should Too.
Fellow compounders,
I spent my morning with Hayden Capital’s Q2 letter, and I came away wanting to do some calculations myself. Fred Liu builds most of the letter around an equation he first presented at a Corner of Berkshire & Fairfax mee...
Everybody Agrees Valuation Is Dead!
Dear fellow compounders,
Valuation is finished. The tape now runs on sentiment and flows, the index is a machine that buys whatever it already owns, and anybody still building valuation models will be left behind. Full stop.
Subscribe now...
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Value buyer and growth holder. Global equity research for ambitious investors who love businesses. Obsessed with quality & disciplined valuation. Process- & data-driven. No hype, just deep analytical work for the patient minority. 10y+ in equities.
Ex–Morgan Stanley & JP Morgan | Hedge Fund Vet | Now Teaching the Next Gen 20+ years in global markets. Equity trading. Hedge funds. Been there, done that. Creator of Learning.Investing.Thriving: Finance Made Simple.
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