The Finance Dude
With 10 years of experience at a top-tier bank, I bring you a blend of stock analyses, daily comments on macro events and earnings reports, views of my watchlist and portfolio, and more! Want to be a Dude? Subscribe to The Finance Dude's Substack!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 121 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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thefinancedude.substack.comLatest Issues
$COST Deep Dive | Costco: The Best Business I Wouldn't Buy Today
The best retail business on earth ran into the one problem quality can't fix.
Hi Dude ✌️
Build Your Own Micron Valuation Model: DCF Tool Inside
Test your thesis: A downloadable DCF model for Micron valuation.
Hey Friend,
Micron at $1.4 Trillion: A Structural AI Winner, or the Most Expensive Cycle Top in Its History?
Micron Analysis 1.0
What The Market Sees
- Micron is up roughly 800% in twelve months and just crossed a $1.4 trillion market cap — the second-best performer in the entire S&P 500 this year, behind only SanDisk.
Created with Tr...
Build Your Own Walmart Valuation Model: DCF Tool Inside
Test your thesis: A downloadable DCF model for Walmart valuation.
Hey Friend,
Build Your Own Microsoft Valuation Model: DCF Tool Inside
Test your thesis: A downloadable DCF model for Microsoft valuation.
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
BSc & MSc in Economics. Certified European Financial Analyst. Asset Finance professional helping retail investors think like professionals. Long-term investor focused on Fundamental Analysis. Not a financial advisor.
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