The McNamara Brief
Stephen McNamaraActionable investment research for investors, wealth managers, portfolio managers, hedge funds, institutional investors, family offices, analysts and active retail investors
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 19 | Subscribers | Read | mcnamarabrief.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The McNamara has moved to DealFlow: Buy, Sell, Grow
Starting DealFlow: Buy, Sell, Grow to expand the scope of my existing content
Update: Applied Materials $AMAT
Short disclaimer: Trump’s tariffs were announced yesterday. Markets are moving so fast that it is hard to write about it - my thoughts seem almost obsolete within minutes. I wrote this piece quickly to put down some thoughts about one of my...
LandBridge ($LB): Price target increased to $82 per share
LandBridge, ticker symbol $LB, is one of the most interesting publicly traded companies in the United States. They are a “land management” company that owns 273,000 acres in the most prolific part of the Permian Basin. Essentially, they col...
KLA Corp: Price target $1,127 (up 66% from today's price)
Part of my ongoing series into the semiconductor capital equipment industry. The sector at large has been beaten up over the last 6 months. Some companies in this space have been more impacted than others. But overall demand for semiconduct...
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