Quality Stocks
A disciplined, framework-driven approach to long-term stock investing
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 472 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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qualitystocks.substack.comLatest Issues
Stock of the Week - Snowflake - The New Palantir
Understanding the 50% surge in Snowflake's stock price in a week
Welcome to “Stock of the Week”, a recurring series focused on companies experiencing meaningful news flow or changes in their investment case. The objective is not to react t...
Monthly Portfolio Update - Riding the Market Surge
Fortinet takes the top spot after a 60% monthly surge
The old adage sell in May and go away has proven to be a costly mistake for those who followed it this year. Rather than a seasonal retreat, the market has displayed remarkable resilien...
AJ Bell Stock Analysis: a Scaling Capital-Light Machine
How AJ Bell became a 2-bagger in just over 2 years
Welcome to “Stock Analysis”, a new series where we go beyond headlines to understand how businesses really make money. The series focuses on introducing new investment ideas by highlightin...
Portfolio Arbitrage Following the 2026 Earnings Season
Optimizing for 2026: A transparent look at my portfolio composition and rebalancing logic
With the 2026 earnings cycle drawing to a close, the focus shifts from observation to execution. It is the opportune moment to stress-test our invest...
Stock of the Week: NVidia - Huge Results, Zero Gravity
Record revenue, 75% margins, and the $80B buyback: inside the AI revolution
Welcome to “Stock of the Week”, a recurring series focused on companies experiencing meaningful news flow or changes in their investment case. The objective is not...
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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.
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