Stock Picker's Journey
Gregg JahnkeAn educational journey to build a model stock portfolio
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Daily | Issues | 188 |
| Subscribers | Read | jahnke.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
What Am I Looking For? + Fin Tech
Maybe I should have started with this post. What are the 5 most important things I am looking for in a stock to make it into my Top 25 Model Portfolio?
Carnage
Let’s look are all the companies that have already missed in the quarter. I am not going to buy Trade Desk at 13x sales, but you can get clues about the industry. These are stocks down at least 20% this year, there were 120 to choose from:
What I Became Your Treasury Secretary?
Having me become the Treasury Secretary should be a very scary thought, but perhaps it has already happened.
Up and to the Right + LPX !?!?
Let’s take a look at Louisiana Pacific - LPX - $112 (all-time high $120) . This stock presents an important issue. LPX reports next week, but let’s dive in anyway.
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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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