This publication is an outlet for me to publish my research on individual companies. I am building a watchlist of high quality companies with periodic updates on their valuation. Also included is a podcast where I answer Q&A and interview investors.
Platform | Substack | Pricing | Freemium | Publishes | Daily |
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Issues | 255 | Subscribers | Read | securityanalysis.org |
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Paul Cerro is a professional investor who runs Cedar Grove Capital Management, which focuses on long/short equity, merger arb, IPOs, and special situations.
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Matt Cochrane and I are reuniting to discuss another investing classic.
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The writers behind this newsletter.
I’m a do-it-yourself value investor who researches companies and invests in my spare time. My substack is an outlet for me to publish my research on individual companies. I also have a podcast where I answer Q&A and interview investors.
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