Stock Picker's Journey
Gregg JahnkeAn educational journey to build a model stock portfolio
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 233 | Subscribers | Read | jahnke.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Is Anyone Still Awake?
I really don’t give a $%$#@#$ what Jimmy Kimmel says or thinks.
The Cowardly Lion Portfolio
Sorry folks, I disappear every September to the Keeneland yearling sale in search of thoroughbred racehorses. Unfortunately, this year we found some horses we liked. I am now the proud part owner of two yearlings, with the partners at Pocke...
Back to the Trough - Adding AGCO
I need to sell Chart - GTLS - $198, which is being acquired by Baker-Hughes - BKR - $44. On a calm day maybe I should consider BKR for Halliburton - HAL - $22. I think BKR got GTLS at a great price. I could hold GTLS a little longer, but th...
Why Not Target - TGT?
Target - TGT - $99 seems like an obvious value stock at 10-12x their earnings power, with a 4% yield to help.
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Authors
The writers behind this newsletter.
-Founding Director and portfolio manager, Prudent Bear Fund, assets almost $2 billion -Research Director of Behind the Numbers. -10+ year CFA grader, and practice exam publisher -currently consultant to asset manager in Ft. Worth, Texas
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