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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 issuesPublishesWeekly
Issues40SubscribersRead dough.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Fever-Tree - Fizzing or Flat?🍋🥤

Author’s Note - Please note that I am a shareholder in Fever-Tree at the time of writing and publication. Anecdotally, I was recently served a G&T with a competitor’s product and was unable to drink it. With that in mind, let's investigate ...

a month ago
5
2

Nvidia and the AI Landscape 🤖

###### Disclaimer: The following article contains my personal opinions and should not replace your own due diligence or be interpreted as investment advice. Please consult with a professional advisor and assess your financial situation befo...

2 months ago
10
0

Starbucks $SBUX Write Up ☕🧜‍♀️

###### Disclaimer: The following article contains my personal opinions and should not replace your own due diligence or be interpreted as investment advice. Please consult with a professional advisor and assess your financial situation befo...

3 months ago
11
1

$ASML Write Up

Author’s Note : Chips and the relating technology are a little bit daunting. If you’re a complete novice to semiconductors this research piece does an excellent job of outlining the technology and industry. If you have more time, Chip War, ...

5 months ago
37
1

Authors

The writers behind this newsletter.

  • Secret Sauce Investing

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

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