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Secret Sauce Investing

Secret Sauce Investing

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

Platform
Substack
PricingOnly free issuesPublishesMonthly
Issues52SubscribersRead dough.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Duolingo Deep Dive $DUOL

Metrics (at time of publication)

12 days ago
10
1

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...

2 months ago
15
0

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...

5 months ago
18
0

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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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