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 | 73 | Founded | 2 years ago | Last Issue | 12 days ago |
| Active | |||||
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stockcrock.substack.comLatest Issues
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...
Photonics Supercycle, Part 3: Gameplay Has Changed. Time to Separate Hype From Reality.
Part I: Background and Why This Post
The older I get, the more I believe that this world is all about Perception vs. Reality gap, including stock market, part of this learning is that narratives rule the world.
The edge of a good finan...
Photonics Part 2: The Glass City Scorecard Who Was Swimming Naked?
"It is only when the tide goes down that we see who was swimming naked."
Warren Buffett
Background
Photonics stocks have their share of volatility, a wreckage in July and now new August catalysts, but before delving into...
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| Subscribers | Engagement | 79 | Monthly Web Visits | ||
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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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