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Secret Sauce Investing

Publishing a monthly company write up. Searching for and researching companies with compounding opportunities.

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Substack
PricingOnly free issuesPublishesMonthly
Issues52Founded5 years agoLast Issue3 months ago
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Artwork for Secret Sauce Investing

Latest Issues

Duolingo Deep Dive $DUOL

Metrics (at time of publication)

  • Market Cap = $5.52B

  • Cash = $1.01B

  • Cash + Securities = $1.12B

  • EV = $4.51B

  • EV - Securities = $4.4B

  • FCF = $0.35B

  • EBIT = $0.11B

Summary Ratios

  • EV/EBIT = 40.9

  • EV...

3 months ago
17
2

2025 Secret Sauce Portfolio 📈📉

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2025 Performance

  • Secret Sauce Portfolio 2024 - +20.4%

  • FTSE 100 2024- +20.23%

  • S&P 500 2024- +16.65%

  • NASDAQ 100 2024- +20.38%

2026 has arrived! It marks my 9th year as an investor - albeit, I’ve only...

5 months ago
10

Nintendo - Switching It Up 🧝‍♂️👨🏻‍🔧🐢

Author’s Intro - Nintendo, we’re back, in more ways than one. This is my third deep dive on the company and four years on from my original investment. Following the release of the Switch 2, it’s time to assess whether the thesis remains in...

6 months ago
16
3

Novo Nordisk Write Up 💉

Author’s Note - Before jumping into the company analysis, I’d like to draw attention to the fact that weight loss drugs have serious moral implications - real patient health is on the line. Overall, I believe that weight loss drugs and a po...

8 months ago
18

Global Spirits Company Overview 🥃🍸

Introduction

Alcohol and spirits have been intrinsically linked throughout human history. There’s evidence of alcohol production in China from around 7000 BC. Distillation is the process of producing spirits from fermented liquid, conc...

10 months ago
23

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  • Secret Sauce Investing

    Publishing one company write up per month. Searching for compounding opportunities. Amateur knowledge seeker, attempting to get a little smarter each day.

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