The LongView
Matas BaliukonisA newsletter focused on boring money-printing machines. Follow for regular company deep-dives, ideas, and essays to improve your returns and thinking!
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | matasbaliukonis.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
A meeting with Shelly Group's CEO
I hope everyone is doing well and had a great holiday as we end the summer season. Thanks to all the new subscribers who joined since the last post. I am happy to announce that we now have more than 520 subscribers and 800+ followers in our...
Medpace: investing in an eternal human
Welcome all 96 subscribers that have joined me since my last post! Thank you for your continued support, everyone!
Portfolio and thesis update #2
Hey! Welcome back to another post about my investing strategy. I swear I will continue with the stock writeups as soon as I come back from my holidays :)
Portfolio and thesis update #1
As you may know, I run a very concentrated portfolio. One month, I might outperform the S&P 500; the next, I might be back at zero. That is why I don’t really care about performance in a single year and, especially, a single quarter.
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Authors
The writers behind this newsletter.
CEO @ Vilnius Jesuit High School Endowment | author @ The LongView
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