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Solo Capitalist

Tens of paid subscribers

High-conviction, concentrated investing. One deep-dive per week into the companies and sectors where a single position can define a portfolio.

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Substack
PricingFreemiumPublishesDaily
Issues48Foundeda year agoLast Issue4 days ago
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Latest Issues

A $2 Billion Buyback Is Not a $2 Billion Return

AutoZone, the difference between growing a business and growing your share of it, and the price I would need before getting interested.

AutoZone, the difference between growing a business and growing your share of it, and the price I would...

4 days ago
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Your “Safe” 5% Yield Can Cost You Years of Interest

How I would build a cash reserve that earns something—and still works when life gets expensive.

How I would build a cash reserve that earns something—and still works when life gets expensive.

6 days ago
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Inside the +70.3% Global Founder Hubs Portfolio

If you could run your business from anywhere, where would you go?

If you could run your business from anywhere, where would you go?

a month ago
5
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How I decide whether a stock can realistically become a five-bagger

One of the easiest ways to fool yourself in investing is to say:

One of the easiest ways to fool yourself in investing is to say:

a month ago
4
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The Ownership Ladder: What I’d Own at $10K, $100K, and $1 Million

The portfolio that builds your first $100,000 is not the portfolio that should protect your first $1 million.

The portfolio that builds your first $100,000 is not the portfolio that should protect your first $1 million.

2 months ago
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  • Frequently Asked Questions

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