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Artwork for The LongView

The LongView

Matas Baliukonis

A newsletter focused on boring money-printing machines. Follow for regular company deep-dives, ideas, and essays to improve your returns and thinking!

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues8SubscribersRead matasbaliukonis.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

New Chapter

Over the past 6 months, I have amassed a long-term-oriented community of more than 620 members. We have explored beautiful quality compounders that have been outstanding stewards of shareholder capital over the years. Nevertheless, I think ...

16 days ago
6
0

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...

3 months ago
18
0

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!

3 months ago
21
1

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 :)

5 months ago
8
0

Authors

The writers behind this newsletter.

  • Matas Baliukonis

    CEO @ Vilnius Jesuit High School Endowment | author @ The LongView

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