Stock Talk Newsletter
Ben BrostoffStocks and their ups and downs.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 241 | Subscribers | Read | stocktalknewsletter.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
To replace OpenClaw or not
I first started using OpenClaw (at the time Clawdbot) on 1/25/26 when the Patriots squeaked by the Broncos in the snowiest AFC Championship Game ever. In just over two months, it has taken on an important role in my research process:
Celsius is on sale and Pepsi should buy
CELH trades at its lowest forward P/E in a decade and a PEG of close to 1:
The Art of Execution, Cizzle and Mount Logan
When new information raises new questions and breaks your thesis
TWLO - future buyback champion & AI winner at 18x fwd FCF?
Turnaround started in 2023 and SBC, share count, growth potential make it stand out
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Author of Stock Talk Newsletter https://stocktalknewsletter.substack.com/
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