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The All-in-One Investing Platform

Daniel

Welcome to my Research Platform! Here, I post all my research, valuations, and investments. I share my personal Portfolio with Live updates and write Investing Pitches and Deep Dives about the best opportunities and companies that interest me.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues80SubscribersRead danielmnke.com

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#96

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Alarum Earnings Update - Insane Rollercoaster

I wanted my next article to be Stock Pitch #9. Unfortunately, it‘ll take me some more time. But this reaction to Earnings couldn’t wait.

15 days ago
8
2
Paid

Changes to my Alibaba Position + New Buy - Portfolio Update

Everyone who read my latest article already knows I changed some of my portfolio positions and weightings. The updated portfolio is now online, and you can all take a look here:

a month ago
7
0
Paid

What happened to Alarum? 20% Drop, An Opportunity now?

After Alarum ( ALAR -22.65%↓ ) only knew one way, which was straight up, one of the risks that made me not (yet) invest in the company seemed to have materialized. To be honest, I would’ve established a small position if the stock wouldn’t ...

a month ago
6
1
Paid

Stock Pitch #8 - Triple Digit Growth hidden by Legacy Businesses, Lots of Cash and High Insider Ownership

Many of the companies I was researching and planning to write about in recent weeks have already gone up significantly, and I have to reassess their potential. Because of that, I have a slightly shorter pitch today, followed by a Part 2 soo...

2 months ago
8
0
Paid

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Authors

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  • Daniel

    Fundamental research focused on companies that can outperform the market through systematic advantages.

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