Quality Stocks
Quality StocksA disciplined, framework-driven approach to long-term stock investing
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 455 | Subscribers | Read | qualitystocks.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
AI in the Enterprise: A Brutal Look at the Real ROI
This article examines the economic viability of AI by analyzing the current reality of corporate deployment beyond the marketing announcements. While my previous piece focused on the initial infrastructure boom, the focus now shifts to a mo...
Allbirds, NewBird AI and the Death of Market Sanity
In the final, frothy stages of a market mania, logic jumps out the window. We saw it in 1999 when companies added “.com” to their names to double their valuation overnight. We saw it in 2017 when the Long Island Iced Tea Corp rebranded to L...
Defining Quality Stocks in 2026: A Newsletter Review
As we crossed the threshold into our 3rd year together at the start of 2026, I realized that for this newsletter to remain your “North Star” in a complex market, the content itself had to evolve. Growth requires structure, and over the past...
New Position: This Serial Acquirer is Only Getting Bigger as Health Regulation Increases
Where boring meets booming
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Authors
The writers behind this newsletter.
I provide valuable news and insights on the stock market, companies and industries. I share my watchlist, screeners and portfolios to help you improve your investments.
Frequently Asked Questions
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