Stock Picker's Journey
Gregg JahnkeAn educational journey to build a model stock portfolio
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 241 | Founded | 4 years ago | Last Issue | 23 hours ago |
| Active | |||||
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jahnke.substack.comLatest Issues
Nirvana = Nutrien (NTR)
Nirvana is literally described as a “release from suffering”. Nutrien -NTR - $67 is the answer to my suffering in the materials sector. While most of the other stocks are up 3x to 10x off their lows, NTR is only up about 50% off its lows....
The Agony of Regret - Materials Sector
I think the easy money has already been made in materials stocks. I deeply regret not recommending more of these companies over the past few years. Many have been triples, quadruples, and even 10-bagger’s (up 1000%). For example, I starred...
Starting Over - Spring 2026
Let’s start over and build another mid-cap value portfolio from scratch.
I would still rather own a 4% yielding 2-year US Treasury, but if you must own stocks let’s find the 20 best. The portfolio below is a rough draft of where we are goi...
It Is Morning Again in America
Today might be the most important day in United States economic history since August 15, 1971. If you do not know what happened on that day, then shame on you.
In nominating Kevin Warsh, Mr. Trump has chosen a kindred spirit of the great M...
Almost? Maybe? - Aramark - AMRK
When you look at an industry, always pause to look at the weird companies. Look at the companies that are unique. Seeking Alpha lists 43 companies under restaurants. On that list is Aramark - AMRK. AMRK does not operate any restaurants, but...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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