Stock Croc (patiently hunting 'Quality' stocks)
Stock CrockI am a CPA focused on investing in quality stocks with a margin of safety. My mindset is rooted in patience and caution, with a strategy centered on long-term growth through businesses with strong fundamentals and a competitive edge.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 75 | Founded | 2 years ago | Last Issue | 21 days ago |
| Active | |||||
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stockcrock.substack.comLatest Issues
Cognex (CGNX): The Eyes of the Automated Factory Are Getting Smarter
Cognex builds the eyes of the automated factory. Its products are vision software, vision systems, vision sensors and ID products that locate, identify, inspect and measure parts, and read the codes printed on items as they move through pro...
VIAV Jumped 9% on Friday and Has Tripled in a Year. Is It Worth Buying at $40?
VIAV closed at $40.30 on Friday after a 9% jump, adding to a rally that has taken the stock from about lows of $12 to as high as +$50 in a year (almost a 128% jump). The obvious question is whether it’s worth buying now. The deeper question...
Macro Economic Read: The Rain Is Priced In. Is their a Flood as well?
Clarity of Thought: A Rookie Investor Reads Expectations, A Professional Goes Beyond?
Imagine, it is cloudy day, you are going out, check the weather app, and it says 85% probability of rain, you carry your umbrella, wear your rain shoe...
ASTS: A Remarkable Machine Priced for the Bull Case, But Is It Worth It
A few months ago, the space sector was riding a wave of breathless hype, with AST SpaceMobile, Inc. (ASTS), SpaceX, and Rocket Lab (RKLB) dominating every financial conversation.
For ASTS, that euphoria peaked near $133 towards the end of...
Amkor (AMKR): Is This The Unsung Bindery of the AI Factory?
I wrote about Amkor earlier in my Feb article, and hold a position in this company already.
Just lately, Amkor caught the attention of macro-focused retail and mid-cap trackers (such as prominent X accounts monitoring supply-chain bottle...
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Authors
The writers behind this newsletter.
Hunting alpha at macro choke-points: supply chain disruptions, geopolitical shifts, disruptive tech & strategic minerals. Early in PLTR in teens, now Photonics & Quantum. As an ex-CFO, I read businesses differently. I have my own skin in game. DYOR.
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