Stock Picker's Journey
Gregg JahnkeAn educational journey to build a model stock portfolio
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 238 | Subscribers | Read | jahnke.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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.
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...
Restaurants - Very Preliminary
I am trying to get back to the rhythm of writing every few days. Some of this analysis will need more work. Here is my first pass at restaurants, ranked in order:
Ya Gotta Start Somewhere - Restaurants - CAKE
Let’s start rebuilding the portfolio one stock at a time.
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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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